Ramp 数据显示,AI 支出前 1% 的公司人均月支出达 $7,500,而中位数公司仅 $12,差距约 625 倍。头部公司单日即可消耗普通公司全年 AI 预算。即便中位数公司仅小幅向头部强度靠拢,未来 2-5 年 token 消耗量也将大幅增长。
Same technology, same 2 years, 625x apart.
The top 1% burns a median company's entire annual AI budget in a single afternoon.
Ramp's data puts the median company at $12 per employee per month on AI and the top 1% at $7,500, a spread of roughly 625 to 1.
Today’s upper tail already demonstrates how much inference a company can economically absorb, while the median firm is barely participating.
The median doesn’t need to approach the top 1% for inference demand to grow enormously over the next 2–5 years; even modest movement toward today’s power-user intensity would multiply token consumption across a much larger base of companies.
Chart from @a16z and @tryramp
来源:Rohan Paul · x.com