Twitxy Saved

Dave Vellante

Verified account This account is verified. Learn more

@dvellante

Analyst, Writer, Cofounder & Co-CEO SiliconANGLE Media, co-host of @theCUBE, fortunate husband, father of four, advocate of #WiT #BreakingAnalysis
Boston siliconangle.com Joined January 2008
5.9K Following 13K Followers 28K Posts

Latest posts 5

Dave Vellante Verified account @dvellante
Right on Dion - It's fundamental for AI sovereignty isn't it Dion?
Dion Hinchcliffe Verified account @dhinchcliffe Oct 31
I am finding that it’s very hard to beat token routers for wide, easy access to a vast number of AI models of every kind (text, coding, images, video generation, etc.)

You can rapidly test different models for ability to achieve tasks without signing up and setting different keys. You can track token spend in one place, change routing rules, and lots more.

If you’re not using a token router for AI access, you’re losing speed, capability, and choice. A good routing partner is a big part of the future of AI and token economics!
View quoted post on X
Dave Vellante Verified account @dvellante
This week's Breaking Analysis features @Craw - we asked the question: Can enterprise AI pay for the AI boom; and how long will it take? With customer data from @qualitateio & @AnthropicAI S1 nuggets from @michaeljburry via @SiliconANGLE siliconangle.com/2026/10/31/can…
siliconangle.com Can enterprise AI pay for the boom? - SiliconANGLE Can enterprise AI pay for the boom? - SiliconANGLE
Dave Vellante Verified account @dvellante
Anthropic's S1 implies it has a $40T TAM. Global GDP is ~$117T, growing at ~3% annually. Compounded for 15 yrs that puts GDP at ~$180T, implying $ANT's TAM is 22% of 2041's GDP.

Economists estimate the Internet's contribution to global GDP at about 15-20%.