Gavin Baker: AI Inference Could Hit $400B ARR

Gavin Baker lays out the financial upside of the AI inference market: if OpenAI and Anthropic are already approaching a combined $100 billion in ARR, with strong gross margins on inference, the broader revenue pool may be much larger than investors appreciate.

Add in Gemini, Cursor, xAI, open-source models, and the growing ecosystem of AI applications, and it becomes plausible that inference-driven revenue could reach $200 billion, $300 billion, or even $400 billion in ARR by year-end.

@allin
#AI #OpenAI #Anthropic #AIInference #TechInvesting #VentureCapital #ArtificialIntelligence #GavinBaker #ARR #LLM

Видео Gavin Baker: AI Inference Could Hit $400B ARR канала ModifiedDietzNuts