The End of Rational Economics
The End of Rational Economics
Jul 1, 2009
hbr.org
Brad Gerstner (@altcap): AI economics flipped: firms with owned compute keep infra costs fixed while revenue scales. OpenAI’s compute margins rose from 35% to 70%, Anthropic went from -94% to +40%, and physical power is now the main bottleneck.
1:11
Brad Gerstner (@altcap): AI economics flipped: firms with owned compute keep infra costs fixed while revenue scales. OpenAI’s compute margins rose from 35% to 70%, Anthropic went from -94% to +40%, and physical power is now the main bottleneck.
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