AI category revenue going from zero to $80B+ in a few years is unprecedented in software history
To grasp how steep the AI adoption curve really is, consider the aggregate revenue picture. OpenAI and Anthropic alone are estimated to have a combined revenue of $80 billion-plus right now, up from essentially zero a few years ago. No company, and no software category in aggregate, has ever done that. And that figure doesn't even include the many other AI providers, inference providers, and tooling companies. The speaker argues the true revenue curve of the AI category is an even sharper signal of how profound this moment is than any adoption-percentage chart.
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