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orangecat
51 days ago
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Apple Will 'Watch Everything Burn' When the AI Bub...
Back of a very tiny envelope: suppose there are 100 million jobs that benefit from spending $10k/year in tokens. That's a trillion in annual revenue; at a 30% margin that's $300 billion in profits, which can easily support $6 trillion in valuation.
s0ss
49 days ago
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numbers are fun.
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