黄仁勋的乐观预测给AI基础设施和平台投资者打了一剂强心针，做AI应用或企业软件的人值得关注——他点出了Anthropic代币转售模式可能带来的指数级增长。
英伟达CEO黄仁勋在All-In播客中表示，Anthropic CEO Dario Amodei预测2030年AI收入达1万亿美元过于保守。他认为每家企业软件公司都将成为Anthropic代币的增值转售商，带来对数级扩张，市场推广将大幅增长。黄仁勋强调Anthropic的表现会远超预期，因为其商业模式将受益于企业级应用的广泛采用。这一观点凸显了AI基础设施和平台公司的巨大增长潜力。
源：https://t.co/wHUc8aXuwK
源： x.com/rohanpaul_ai/s… Rohan Paul @rohanpaul_ai 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) Your browser does not support the video tag. 🔗 View on Twitter 🔗 View Quoted Tweet 💬 0 🔄 0 ❤️ 0 👀 336 ⚡