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clear picture of industry developments.

thanks

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Interesting piece. However, this is just a tip of the iceberg. These Foundation model companies will generate trillions ARR within the next decade. API fees and Enterprise AI are not the biggest opportunities in Gen AI

I did a deep dive in this piece “The $3 Trillion AI Opportunity Everyone Missed”

https://open.substack.com/pub/chrisbora/p/the-3-trillion-ai-opportunity-everyone?r=aszci&utm_medium=ios

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