Apoorv Agrawal said the entire software industry earns about $400 billion in revenue.
“the entirety of the software industry earns about 400 billion of revenue”
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Apoorv Agrawal
2 episodes · 4 quoted claims
Agrawal said AI companies would need to earn about $1 trillion in revenue to justify the current capital spending on AI infrastructure.
“you've gotta earn about $1 1 trillion of AI revenue for all of this capex to be worth it”
Apoorv Agrawal said that Satya Nadella calls enterprise software applications 'CRUD apps', amid talk that software is dying.
“A lot of talk about software's being dead. Um, Satya calls them the CRUD apps.”
The host says Tesla's Full Self-Driving system had done about 3.5 billion rides.
“They've done billions of rides. I think it was, like, what, 3.5 billion rides.”