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Unlike internet's one-dimensional, flat-fee growth, AI grows across two exponentials, user penetration and tokens per user, allowing AI labs' economics to work (Fin/@fi56622380)

Techmeme 28 August 2026 4h ago
Unlike internet's one-dimensional, flat-fee growth, AI grows across two exponentials, user penetration and tokens per user, allowing AI labs' economics to work (Fin/@fi56622380)
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Fin / @fi56622380 : Unlike internet's one-dimensional, flat-fee growth, AI grows across two exponentials, user penetration and tokens per user, allowing AI labs' economics to work — The next ARR growth engine after coding, the AI infra bubble, the Economics of open vs. closed source model Why is the AI semi buildout longer than the internet buildout?
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