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cover of episode How Companies Are Actually Spending Money on AI Now

How Companies Are Actually Spending Money on AI Now

2025/1/23
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Odd Lots
AI Deep Dive AI Chapters Transcript
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E
Eric Glyman
J
Jill Wiesenthal
T
Tracy Alloway
知名金融播客主播和分析师，专注于市场趋势和经济分析。
Topics
我一直在思考AI投资的未来走向。目前AI已经成为市场的重要支柱，但所有投资最终都需要转化为实际收入。我认为未来可能有三种情况：第一，公司未能从AI工具中获得显著的生产力提升，从而减少支出；第二，AI带来重大的生产力突破，引发经济繁荣；第三，AI发展出通用人工智能（AGI），彻底改变世界经济格局，届时目前的经济指标将不再适用。

Deep Dive

Chapters
This segment introduces the Odd Lots podcast and its focus on AI spending in corporations. It discusses the potential for AI to either revolutionize productivity or result in a market downturn and explores the contrasting perspectives on AI's impact. The hosts introduce Eric Glyman, CEO of Ramp, an expense management platform, as the episode's guest.
  • 89% of business leaders consider AI a top priority (Boston Consulting Group research)
  • AI has become a major market pillar, impacting the S&P 500
  • Three potential AI outcomes: productivity gains, breakthrough, or AGI

Shownotes Transcript

In theory, all of this AI spending has to deliver some kind of return. Companies (or other end users) will have to get tangible value from its outputs in order to justify the billions spent on research, chips, energy, and more. So what's actually happening at the corporate level? On this episode, we speak with Eric Glyman, who is the co-founder and CEO of Ramp, which helps corporations manage their expenses. As such, he has front row visibility in terms of what's actually being spent and who is actually getting the money. We talk about trends he's seeing in terms of spending going toward companies like OpenAI and Anthropic, as well as how AI tech is affecting the operations of his own business.

Read More:SoftBank Shares Soar as Masayoshi Son’s AI Vision Coalesces)Trump Pushes to Make US an AI Superpower, With Fewer Guardrails)

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