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It can both be true that a) AI is going to replace a Bazillion-Dollar Industry and that b) being an AI model provider does not allow to capture margins above
by konschubert 7mo ago
It can both be true that
a) AI is going to replace a Bazillion-Dollar Industry and that
b) being an AI model provider does not allow to capture margins above 5% long-term
I am not saying that this is what will happen, but it's a plausible scenario. Without farmers we would all be dead but that does not mean the they capture monopoly rents on their assets.