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Leopold Aschenbrenner - China/US Super Intelligence Race, 2027 AGI, & The Return of History

Dwarkesh Podcast

NOTE

Feasibility of AI Revenue to Big Tech Companies

The potential for big tech companies to generate significant revenues, such as 100 billion a year from AI, is seen as feasible due to the trajectory of AI systems. By offering AI services like co-pilot for a monthly fee to a portion of their subscriber base, companies like Microsoft could easily reach this revenue target. Despite the high cost for individuals, the productivity gains from such AI services are expected to make the investment worthwhile.

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