Episode 49 | AI Realities
The Big Themes:
The Big Quote: “Well, first of all, when you look at somebody's revenue jump, bear in mind, that doesn't mean everybody's getting long-term value out of it. It means it's hyped up, and therefore everybody's trying. So, if Microsoft is charging for their Copilot, a $20 a month fee, and everybody signed up for the $20 times 100 million users, that's a revenue bump. That does not mean that over the longterm, everybody's getting their $20 value. It means we're all excited about it — we all want to try this shiny new object."