Prediction: AI labs' revenue will soon come from in-house products sold up the stack
abhiadesai · x · 2026-10-20
@eriknewsha argues that by this time next year, most AI labs' revenue will come from in-house products sold further up the stack, since average users lack both deep pockets and sufficiently hard tasks. GPT-Synopsys and Anthropic's wet lab are cited as the first of many such products, with labs using "superintelligent swarms" to create and capture markets — and by 2030 potentially eating every economically valuable sector including finance, legal and healthcare. @abhiadesai endorses the take.
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