@rohanpaul_ai: Cathie Wood explains how Jevons paradox is running hot in AI: the same answer costs 99.99% less per year, and volume ex…
Summary
Cathie Wood argues the Jevons paradox is driving explosive AI growth: inference costs fall 99.99% yearly while usage surges, pushing OpenAI's run rate to $70B and past Anthropic's reported $65B, which she sees as a catalyst for broad GDP growth.
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Cathie Wood explains how Jevons paradox is running hot in AI: the same answer costs 99.99% less per year, and volume exploding.
Even with that price crash, OpenAI’s run rate went from $20B to $70B in about a year, past Anthropic’s reported $65B. Cheaper calls did not shrink the business. Usage exploded.
and she says that is the engine for explosive GDP growth.
From “ARK Invest” YouTube channel, (link in comment)
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