The $20 Trillion AI Race

You can think of XAI, OpenAI, Gemini, and Enthropic all as competing for a I think of it as a 15 to20 trillion dollar kind of foundation model PI on an enterprise value basis that they're going after just selling AI software into enterprises. uh and so that's on the basis of by 2030 uh our midcase is there will be $7 trillion in AI software spend where businesses are paying for the productive value of the AI at a big discount to the actual productivity it's delivering that $7 trillion doesn't all go to open ...