Rohan Paul@rohanpaul_ai · XAI 摘要
Jensen Huang认为Dario Amodei预测的2030年AI收入达$1T的预期过于保守。他指出，Anthropic的token将成为众多企业软件公司的增值服务，其市场将因此实现对数级扩张。有观点补充认为，当各实验室的模型能力趋同时，真正的优势可能源于独特的私有数据输入。这类数据（如特殊工作流、医疗记录等）能为AI系统带来难以复制的差异化和提升，未来或成为并购的关键标的。
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）