Toolmaker
topic on 2 shows · 3 statements across 3 episodes
3 statements about Toolmaker, every show
Sankar: AI value will accrue to toolmakers, not model providers
“If AI is electricity, like in electricity, all the value didn't accrete to the people who made the turbine generators. It went to the people who made the tools that ran on electricity.”
Dyson: Toolmakers make all their money when clients request design changes
“Now, one of the things about tooling is that you, if you make any changes, that's where the toolmaker makes all his money. It's like a builder. You make changes, the builder starts piling on the costs.”