AI:AM host Rohit Krishnan argues that AI’s production capacity can outrun the economy’s ability to absorb what it makes. “GDP is a human construct, and it moves at human speed.” People can only consume so much, so faster or cheaper production does not automatically become
AI:AM host Rohit Krishnan argues that falling AI prices could make intelligence widely used without making AI businesses proportionally more valuable.
“As price drops, the usage rises,” he says, but revenue and margins do not rise at the same rate. His distinction: cheaper AI
Prakash Narayanan points to a limit of controlling who can use AI by controlling direct sales: inference can pass through routing systems to customers the provider may not see.
He says Anthropic ended up selling Claude inference to Chinese customers through various routing
Prakash Narayanan says tech companies’ customer scrutiny is far below the standard used for financial transactions—and that financial-industry professionals are shocked by the difference.
He describes the scrutiny at issue as full KYC: checking reputation risk, politically