Unlike internet's one-dimensional, flat-fee growth, AI grows across two exponentials, user penetration and tokens per user, allowing AI labs' economics to work (Fin/@fi56622380)

The article argues that AI’s economics differ from the internet because revenue can scale on two axes at once: more users and more usage per user, which supports higher AI infrastructure spend and potentially a longer buildout cycle. For CIOs and technology leaders, this implies AI will increasingly reshape IT budgets, vendor strategy, and platform architecture as organizations balance closed vs. open models, anticipate rising inference costs, and plan for sustained investment in AI-ready infrastructure.