ARK Invest 首席未来学家 Brett Winton 用简单逻辑解释 AI 的 30 万亿美元总可寻址市场：企业历来将软件带来生产力价值的 10% 支付给软件供应商。知识工作者薪资约 30 万亿美元（正迈向 40 万亿），若 AI 将其生产力普遍提升 10 倍，企业支付其中 10%，即得 30 万亿美元市场规模。
The best simple explanation of the $30 tn total addressable market for AI
- by ARK Invest Chief Futurist Brett Winton (@wintonARK ).
"the $30 trillion number, a way you can back into that is that businesses historically pay 10% of the value of the productivity they get out of software.
As in, they buy software, capture 90% of the surplus for themselves, and then pay 10% out to the software vendor.
Knowledge-work wages are roughly $30 trillion. They're heading toward $40 trillion, but right now they're roughly $30 trillion. So, if you can uniformly 10x the productivity of knowledge workers, and businesses pay out 10% of that, then you end up with a $30 trillion number."
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From "ARK Invest" YouTube channel, (full video link in comment)
来源：Rohan Paul · x.com