Ross and Dan discuss whether the roughly trillion-dollar investment in AI infrastructure will pay off and how AI agents will make money. Dan expects AI prices to rise because many services, such as those from OpenAI and Anthropic, are currently free, while Ross expects prices to fall as usage grows. Ross points to AOL, which charged $30 a month in its early days (about $75 adjusted for inflation) and ran slowly as more users logged on, and says the internet took off once AOL moved to flat monthly fees instead of usage-based charges. Another speaker notes that AOL, acquired for about $80 billion in 1999, is no longer around, and Ross cites RCA, which revolutionized television, as another company that has faded.
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