After going to a bar yesterday to lament not owning Nvidia and shitposting on Twitter about it, I decided to think about Nvidia seriously. And if you want to chase Nvidia seriously, you need to have a view of the addressable market. A straight-forward way to address it is: how many words each person will generate per day? One can go through many paths: recreative generation, blue-collar generation, white-collar generation, break down the white collars by main professions, and so on.
But then you think further, there is another significant use case that is machines talking to machines. And it doesn’t require much thought to realize that machines are not bound by time, therefore they can chat with each other way more than human to machine text.
I remember some years ago I listened the episode of ILTB Eric Vishria - The Past, Present, and Future of SaaS and Software. Here a quote from Eric: