AI Will(@FinanceYF5)
源:https://t.co/kBuwdIhnEo
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AI Will on X: "源: / X AI Will @FinanceYF5 Show translation 源: Tech Fund @techfund1 Oct 18 We estimate $414 billion in ov...
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打开原文AI Will on X: "源:https://t.co/kBuwdIhnEo" / X
AI Will
@FinanceYF5
Show translation
源:
Tech Fund
@techfund1
Oct 18
We estimate $414 billion in overall AI ARR by the end of this year (ex-China) 1. $187 billion in ARR from Anthropic and OpenAI (split between the labs and clouds who resell their models). 2. We estimate that ad-based ARRs for the two internet giants - Meta and Google - have
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11:00 PM · Oct 19, 2026
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