# B2B AI Articles associés

a16z Weekly Chart: Tech Giants Rely on 'Side Hustle' Investments for Income, Great AI Products Can Sell Out in a Day

a16z Weekly Charts: Four Counterintuitive Signals in Tech 1. **Super Platforms' "Other Income"**: Amazon and Google recorded exceptionally high "other income" in Q1, largely from unrealized gains in their private investment portfolios (e.g., Amazon's Anthropic stake). This contributed to over one-third of their net profit, far above the historical 5-10%. The broader trend shows tech capital expenditure is now the primary driver of US GDP growth, accounting for 55% of all business investment. 2. **AI-Generated eBook Proliferation**: Since ChatGPT's launch, monthly eBook releases on Amazon have tripled to over 300,000, flooding the platform with AI-generated content. However, research indicates this has also increased the volume of "decent" books, providing a net gain in consumer surplus by 2025. AI tools have particularly boosted productivity for established authors. 3. **Call Center Jobs Defy AI Replacement**: Contrary to predictions, call center employment in the Philippines has grown steadily from 1.15 million in 2016 to 1.9 million in 2025, with further growth projected. In the US, customer service job postings are outperforming the overall market. The key reason: the full cost of voice AI agents remains roughly equal to human agents (~$92 vs. ~$90 per day). Cases like Klarna show initial replacement can lead to quality issues and re-hiring. 4. **Rapid Adoption of AI Mobile Apps**: AI app downloads, revenue, and user time spent on mobile nearly doubled year-over-year in Q1. The market is highly dynamic, with new products like Codex quickly surpassing incumbents like Claude Code in daily installs. In the B2B space, enterprises are using multiple AI vendors, with less than 20% relying on a single supplier, indicating no winner-takes-all dynamic yet.

marsbit05/09 04:38