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cover of episode (Preview) Monday Mailbag: AI Abundance and Enterprise Questions; Automated Podcasts; Big Tech and China Tariffs; Reading Habits

(Preview) Monday Mailbag: AI Abundance and Enterprise Questions; Automated Podcasts; Big Tech and China Tariffs; Reading Habits

2024/10/28
logo of podcast Sharp Tech with Ben Thompson

Sharp Tech with Ben Thompson

AI Deep Dive AI Chapters Transcript
People
主持人
专注于电动车和能源领域的播客主持人和内容创作者。
Topics
主持人分析了人工智能对Salesforce等企业软件公司商业模式的影响,以及对就业市场造成的潜在冲击。传统软件许可证模式在AI时代面临挑战,AI可能减少软件许可证销售和利润。Salesforce的云服务模式降低了试用门槛,但AI应用可能改变软件的商业模式,从按许可证收费转向按使用量收费。AI可能取代一些重复性工作,例如客服呼叫,但同时也可能创造新的就业机会。Marc Benioff认为AI将带来‘AI丰裕’时代,如同能源充足一样,无限的AI劳动力将改变人们对劳动力的认知。然而,AI也可能导致一些临时性工作岗位消失,例如临时工和Uber司机。长期来看,自动化会创造更多就业机会,但短期内会造成一些失业。解决能源问题是实现‘无限工人’的先决条件,AI的运行需要能源。一些人过于关注节约能源,而忽略了技术进步的重要性。AI的发展可能会推动核能的应用,核能是解决能源问题的关键,可以提供清洁能源。

Deep Dive

Chapters
This chapter discusses the potential impact of AI on Salesforce's licensing model, considering the shift towards usage-based pricing for AI services and the integration of AI into existing platforms.
  • Salesforce's initial success was partly due to its cloud-based subscription model.
  • The shift to AI-driven services raises questions about the suitability of existing business models.
  • Salesforce's platform allows developers to build on top of its CRM, offering usage-based pricing options.

Shownotes Transcript

The open questions about competition in AI and enterprise software, emails regarding text-to-voice podcasts and replacing Andrew with an AI agent, and a question about Amazon and the proposed tariffs on consumer goods from China. Plus: Apple Intelligence, OpenAI's naming strategy, and the daily media intake for both hosts.

To email the show: [email protected])

@SharpTechPodcast Channel — YouTube)

@Stratechery Channel — YouTube)

An Interview with Salesforce CEO Marc Benioff about AI Abundance — Stratechery Interview)

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