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I know it's small potatoes but those other CEOs have added hundreds of millions of dollars in ARR to their bottom lines on AI, in particular open ai. Microsoft
by hirsin 3y ago
I know it's small potatoes but those other CEOs have added hundreds of millions of dollars in ARR to their bottom lines on AI, in particular open ai. Microsoft doesn't think you're a real product line til a billion plus ARR but still, it's not nothing.
- bushbaba 3y agoHundreds of millions of UNPROFITABLE ARR and only through spending many billions. Apple has rarely been first to market with technology. However they often are first to have a cohesive user experience that integrates it in.
- mbreese 3y agoI think it's still pretty early to know how lasting these ARRs are. We are still early on the hype cycle here. Chat based language models have definitely found good uses, so I don't think we'll ever see them go away, but I'm just cautious about how much net revenue these will really generate (particularly when the expense of the cards needed to train/run them is so high).