Exponential growth across 2 dimensions, users and tokens per user, makes this AI era different from earlier buildouts, and allows AI labs' compute math to work (Fin/@fi56622380)

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Fin / @fi56622380:
Exponential growth across 2 dimensions, users and tokens per user, makes this AI era different from earlier buildouts, and allows AI labs' compute math 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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