Chantal Smith

105 posts

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Chantal Smith

Chantal Smith

@Chantaljmsmith

Senior researcher @ExponentialView | Writing about AI, emerging tech, society++

London, England Katılım Mart 2020
652 Takip Edilen133 Takipçiler
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Azeem Azhar
Azeem Azhar@azeem·
AI companies are being priced into the hundreds of billions. But do the unit economics work today? Together with friends at @EpochAIResearch @jsevillamol @ansonwhho, we dug into the numbers
Epoch AI@EpochAIResearch

Was serving GPT-5 profitable? According to @Jsevillamol, @exponentialview’s Hannah Petrovic, and @ansonwhho, it depends. Gross margins were around 45%, making inference look profitable. But after accounting for the cost of operations, OpenAI likely incurred a loss.🧵

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Chantal Smith
Chantal Smith@Chantaljmsmith·
Thanks for the shoutout !
Ollie Forsyth@ollieforsyth

Creators to follow: AI @natebjones, @sanguit, @wyndomb, @sousa_brothers, @omarsar0, @ouyang_bin86703, @petergyang, @Gracemzshao, @azeem, @Chantaljmsmith, @marijagavrilovv, @Machine01776819, @rubenhassid, @kamilbanc, @swyx, @crtrsai, @rasbt, @decisionleader, @bnjmn_marie, @DrJustinHodges, @xinranma_, @natolambert, @binarybits, @jackclarkSF, @aidisruptor_ai, @denominationsio, @Daria96595153, @theaievangelist.

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Azeem Azhar
Azeem Azhar@azeem·
The Internet is transitioning from search results to AI-generated answers. This both threatens the dominant traffic-based revenue model, and the creators that fuel it. I spoke with Matthew Prince (@eastdakota), co-founder and CEO @Cloudflare about what this means for the web’s future:
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Chantal Smith retweetledi
Azeem Azhar
Azeem Azhar@azeem·
In China, when the government wants to build a data center or a fusion plant, they call the engineers first. In the U.S., they first call the lawyers to check whether they’re even allowed to call the engineers. It’s a caricature, but it captures a deeper truth – one that Dan Wang (@danwwang) unpacks in his 2025 bestseller Breakneck. I spoke with him about China’s drive to engineer the future:
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Chantal Smith retweetledi
Azeem Azhar
Azeem Azhar@azeem·
The response my “Is AI a bubble?” essay was so strong, that I distilled it into a short video: youtube.com/watch?v=Pv5YDl… Key takeaways: - The scale of AI investment is high but remains just within sustainable boundaries; we’re at about 1% of US GDP, below past bubble thresholds. - Monetization is lagging behind capital spend, with genAI revenues covering only around 15% of infrastructure investment. - Revenue growth is accelerating, with leading genAI companies seeing between 80 and 700% annual growth, and the sector expected to reach $100bn in revenues by 2026. - Tech sector valuations are elevated but reasonable, supported by strong earnings, order books, and cash generation. No signs of dot-com era excess. - Funding quality is robust, driven by internal cash flows from major tech companies and new sovereign wealth support, but there is a future $1.5tr funding gap that will need careful watching. My analysis suggests that we’re more likely in a boom, than in a bubble - but we’ll keep tracking these gauges closely.
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Chantal Smith retweetledi
Ethan Mollick
Ethan Mollick@emollick·
To get good at AI you need to use AI. So it is good that AI use is a lot more democratized than most technologies: GenAI is cheap & available to billions. A lot of traditional equity gaps in tech are mitigated... except the gender gap. Women use AI significantly less than men.
Ethan Mollick tweet mediaEthan Mollick tweet media
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Keşfet

@EpochAIResearch @Jsevillamol @ansonwhho @natebjones @sanguit @wyndomb @sousa_brothers @omarsar0