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SemiAnalysis
@SemiAnalysis_
๊ฐ€์ž… January 2024
27 ํŒ”๋กœ์ž‰ ์ค‘    105.7K ํŒฌ
Our SemiAnalysis Weekly Podcast often asks - Is the AI cycle this time truly different from other cycles? Well, at least from our analysis, we think the return from AI is real and it looks like a structural trend that is truly different from other cycles. We tracked token spend vs human labor cost across 9 real workflows at SemiAnalysis - these are tasks our analyst team do consistently to stay on top of the industry: company initiations, earnings recaps, conference transcript mining, financial data pulls. (1/3) ๐Ÿงต
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