X：Rohan Paul (@rohanpaul_ai)· @rohanpaul_ai·· 4 小时前AI 评分
Cathie Wood 谈 AI 领域的杰文斯悖论：单次回答成本年降 99.99%，OpenAI 年化收入一年内从 $20B 涨至 $70B
Cathie Wood explains how Jevons paradox is running hot in AI: the same answer costs 99.99% less per year, and volume exploding. Even with that price crash, OpenAI's run rate went from $20B to $70B in about a year, past Anthropic's reported $65B. Cheaper calls did not shrink the business. Usage exploded. and she says that is the engine for explosive GDP growth. ---- From "ARK Invest" YouTube channel, (link in comment)
Cathie Wood 在 ARK Invest 视频中解释 AI 领域的杰文斯悖论：同样的回答每年成本下降 99.99%，但调用量爆炸式增长。即便价格暴跌，OpenAI 的年化收入仍在约一年内从 $20B 升至 $70B，超过 Anthropic 报告的 $65B。她认为更便宜的调用没有压缩业务，反而成为 GDP 爆发式增长的引擎。
来源：X：Rohan Paul (@rohanpaul_ai) · x.lingyaoai.com