AI Will(@FinanceYF5)

源:https://t.co/kBuwdIhnEo

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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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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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