The share price is based on them *eliminating* entire sectors yes. | Hacker News

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philipwhiuk 55 days ago | parent | context | favorite | on: AI revenues are growing fast, but not fast enough

The share price is based on them eliminating entire sectors yes.

trollbridge 55 days ago [–]

A rather big assumption everyone will keep paying API prices to OAI and Anthropic, though.

$3.2tn a year on inference is going to attract a lot of competition.

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