J.B.(@VibeMarketer_):SemiAnalysis founder Dylan Patel explains why some companies will make far more money from AI than the labs building the models: “Most of the value that these models generate does not get given to OpenAI and Anthropic.” Jane Street turns the models into trading profits. Meta uses them to improve its ads and increase engagement time by 5%. “They’re making way more money off of using these models than Anthropic is.” the biggest business opportunity is connecting models to workflows where even small improvements are worth millions.

J.B.@VibeMarketer_

2026.08.27 13:30

SemiAnalysis founder Dylan Patel explains why some companies will make far more money from AI than the labs building the models: “Most of the value that these models generate does not get given to OpenAI and Anthropic.” Jane Street turns the models into trading profits. Meta uses them to improve its ads and increase engagement time by 5%. “They’re making way more money off of using these models than Anthropic is.” the biggest business opportunity is connecting models to workflows where even small improvements are worth millions.