黄仁勋的预测揭示了AI商业化的新路径——企业软件公司成为AI token分销商，关注AI投资和商业模式的读者值得一看。
英伟达CEO黄仁勋在All-In播客中表示，Anthropic CEO Dario Amodei关于2030年AI收入达1万亿美元的预测过于保守。他认为，每家企业软件公司都将成为Anthropic token的增值经销商，这将带来对数级扩张，市场覆盖将大幅增长。黄仁勋的评论凸显了AI行业对增长潜力的极度乐观预期。
Jensen Huang thinks Dario Amodei's prediction of $…
Jensen Huang thinks Dario Amodei's prediction of $1T in AI revenue by 2030 is too conservative.
"I believe Dario and Anthropic are going to do way better than that. Way better than that.
And the reason for that is the one part that he hasn't considered: I believe every single enterprise software company will also be a value-added reseller of Anthropic's tokens.
And they’re going to get this logarithmic expansion. Their go-to-market is going to expand tremendously this year."
--- From @theallinpod YT channel (link in comment)