**The Economics of Generative AI** > The Semi layer makes ~90% of all Gen AI pr

**The Economics of Generative AI**

> The Semi layer makes ~90% of all Gen AI profits today! Where does future value accrue and how do we get there? The Economics of Generative AI The Semi layer makes ~90% of all Gen AI profits today! Where does future value accrue and how do we get there? Apoorv Agrawal Apr 25, 2024 352 13 49 Share \#1 Where has value accrued in Gen AI so far? It’s been 18 months since the “iPhone moment of AI” 1 but the pace of developm...

**来源信息**
- **来源**：Hacker News：AI 热帖
- **分类**：ai-products
- **发布时间**：2026-09-15 02:09（北京时间）
- **原文**：[打开原文](https://tailwinds.substack.com/p/the-economics-of-generative-ai)