logoalt Hacker News

CoolestBeansyesterday at 10:45 PM2 repliesview on HN

The $1.5 trillion number is extremely relevant because it makes the revenue numbers the industry has to hit higher and there's an expectation to see progress sooner before funding starts getting pulled back.


Replies

woriktoday at 12:33 AM

>...it makes the revenue numbers the industry has to hit higher...

Yes. But.

Industry can miss its revenue targets, Oracle can go bankrupt (looking more and more likely) OpenAI, Anthropic and SpaceX might find "true value" at about 10% of current valuations (that feels right to me), all that can happen with the associated economic chaos... and still out of it comes world shaping new technology

Both things can be true

fragmedeyesterday at 11:40 PM

Given the advances since 2022 why would funding get pulled back? The endgame is replacing all office workers globally and so you get 10% of that market that's that's easily $1 trillion. A competent AI employee replaces a human the same way the car replaced the horse. Businesses will pay more for an AI employee that doesn't get sick or come in hung over over a human one and never goes to sleep. If OpenAI manages to crack that, and capture even 10% of the market globally, that's trillions.