China's six leading AI firms earn about 10% of OpenAI and Anthropic's combined AI revenue. Epoch AI examines their five revenue streams: consumer apps, model access, enterprise and government solutions, licensing fees, and indirect monetization through cloud and advertising.
US GDP growth has been underestimated by about 0.3 percentage points because statistics miss most of Nvidia's US-generated income, a gap that could widen to 2 points by 2028. Epoch AI traces the accounting gap through Nvidia's fabless chip supply chain.
Why we should think a little harder about what it takes to build a Dyson sphere
Inferring Chinese AI labs’ strategies from their job descriptions
Proposing a new way to track AI research automation
Compiling all the public evidence on Mythos Preview’s cyber abilities
A simple taxonomy of the main proposals for post-AGI universal redistribution.
What might explain AI researcher pay, and why it matters
In this episode, Greg Burnham and Tom Adamczewski join Anson Ho to push back on benchmark pessimism and dig into what the next generation of AI benchmarks could look like.
Can Chinese and open model companies compete with the frontier through e.g. distillation and talent?