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llm market explained

Github Copilot is already a ~$300M run rate revenue business with 77k organizations using it. Github in aggregate is at an annual revenue run rate of $2B/yr (from Microsoft's earnings call)

AWS's AI features are at a multibillion dollar run rate and they're shipping new features fast. Still didn't expect to hear this phrase in their earnings call 🤣

Starbucks poached Chipotle's CEO Brian Niccol as their new CEO and announced the switch today. Starbucks' market cap is up by $21B (24%) and Chipotle's is down by $6B (-7%) on the news. Wild!

Waymo is already doing 100,000 paid rides per week (up 100% from ~May). Really impressive given capacity constrained fleet, restricted geographical areas and only live in 3 places (Phoenix, LA, SF)

Perplexity is planning to run ads starting in Q4 of this year. They're quoting advertising CPMs of >$50 for their ads, which are higher than but in the rough ballpark of what Google gets on their search ads (~$38-40) at much larger scale.

Microsoft has spent >$100B on Bing over the last two decades. Yet, Bing's market share has never crossed 12%.

NVIDIA Q2 earnings: • Revenue: $30B (+126% y/y) • Data Center Revenue: $26.3B (+154% y/y) • Gross Margins: 75% (-3pp q/q) • Operating Margins: 62% (-3pp q/q) Revenue beat expectations and guidance is reasonably strong, seems like gross margins may have peaked

Klarna's AI support agent does the work of 700 employees, reducing the average resolution time from 11 minutes to 2 minutes at the same level of customer satisfaction.

Good overview of Gen AI products revenue scale by Sapphire Ventures