两家AI公司收入超整个公共软件行业
a16z报告揭示AI公司收入增长惊人，企业AI应用潜力巨大，Agent时代即将到来。
今年两家AI公司新增收入超过所有公共软件公司的总和。标普500指数中仅约30%的公司报告了可量化的AI影响。顶级AI厂商的支出中位数是前10%公司的8倍。AI向企业扩散将是未来5年的主要主题之一。
Two AI companies have added more revenue this year than all of public software combined More charts in State of Markets II: a16z.news/p/state-of-mar… David George @DavidGeorge83 Introducing our State of Markets pt 2, along with a companion podcast where we unpack the data and discuss what comes next. Tech is the everything cycle. Supply: putting the buildout in context, just passed railroads as % of GDP. The wisdom of Elon is real: the factory (or the datacenter!) is the product. Demand: diffusion is so, so early. Median AI vendor spending in the top 1% of companies is 8x that of the top 10%. Only about 30% of S&P 500 companies report a quantified AI impact, which means there’s a substantial opportunity in connecting models to a company's data and workflows. Diffusion into companies is one of the main themes of the next 5 years. We’re entering the agent work period. Only a few million users today, but applicable to billions of internet users with massive surplus created. META/GOOG monetize US users at $200+ per year today. Agent opportunity is much higher. Mega-trends the next 5 years: Consumer agents, Robotics, Autonomy, AI x bio, Personal health, Diffusion into enterprise, New era of American Dynamism. Much more in our SoM report here - a16z.news/p/state-of-mar… @a16z @sarahdingwang @aleximm @santiago__rdz 🔗 View Quoted Tweet 💬 6 🔄 5 ❤️ 17 👀 4553 📊 6 ⚡