Agentic AI growth could make GenAI providers to charge $1000-$2000 per month - #Cathywood , here is how.

 

 

 

#Cathywood predicts that as the #agenticgenai grows the #GenAI service providers like openai, gemini, Copilot, etc will be able to charge $1000 - $2000 per month to their business customers. And she adds, "this is going to happen".

Why this is important:

Remember #Cathywood made a monster call in 2018, predicting that Tesla would hit $4,000 in five years. And eventually Tesla hit Wood's price target, with shares closing at $816, or $4,080 on a split adjusted basis (Jan. 2021).

How this could happen:

#AgenticGenAi means ,

1. Integrating a business service with GenAI providers like Gemini/ChatGPT as an agent and make available in the chat interface.

2. Less human interaction and more calls to the GENAI Models.

Nothing totally new, its similar to

'Ok google play a song from spotify'

'Alexa, order 8 pack dove on amazon'

For example, when booking a flight, instead of navigating a complex travel website, users can simply provide a text prompt like:

"Book tickets for 2 adults (male and female) from SFO to JFK on October 10th. Prefer morning flights and a budget of $400."

The AI would then process this prompt, search for suitable flights, and present the best options to the user. With a simple follow-up prompt like:

"Book flight number 4 from PayPal. Names: John Doe and Jane Doe."

The AI would complete the booking process, handling payments and confirmations.

This approach eliminates the need for:

1. Navigating a website: Users don't have to browse through multiple pages or menus.

2. Manual input: Users avoid typing in numerous fields or selecting options.

3. Multiple steps: The entire process is simplified into a few concise prompts.

4. Clicking, scrolling, typing

The same thing with #AgenticGenAI , if you added your 'Flight ticket booking agent' (like plugins) in your Gemini or ChatGPT settings, You can get the task done in few conversations.

Behind the scenes,

, the system makes several API calls with a workflow defined by different #AIAgents. The companies like 'expedia, kayak' - will end up paying for each call to the #GenAIModels they are using in the workflow. This automatically increases the monthly subscription cost for consuming the #GenAIModels inorder to make this service integrated with Gemini or ChatGPT or Copilot.

Its all about the cost of infrastructure per traffic than the actual software as service. The more users start using text prompting apps (like ChatGPT), like today's google / bing for searching , more businesses will integrate to these apps and the calls to the #GenAI providers will spike insanely affencively , that exactly #Cathywood is predicting now.

https://finance.yahoo.com/video/cathie-wood-talks-openai-investment-222429812.html