ใครกันแน่ที่รวยขึ้นจาก AI: มีโอกาสมากน้อยเพียงใด สำหรับคนไทยอย่างเรา #ai #เทคโนโลยี #เศรษฐกิจ
Summary
The ones getting rich from AI are those who build, host and sell it — the Magnificent 7 — while companies that merely buy AI are seeing profits fall as costs rise.
Thailand has no tech-giant-scale AI producer and is mostly a user, which risks a trade deficit from importing the technology.
NVIDIA gains most from its near-monopoly on AI chips, while OpenAI, Microsoft and Google earn from large models and are quite willing to disrupt each other.
Thailand’s openings are chip packaging, systems integration, specialised AI startups and AI engineers themselves — but nearly all of it still sells only domestically.
Early AI users do gain an edge, but once it becomes a baseline skill that advantage disappears.
Key points
Selling AI and using AI are different businesses
Value accrues to the sellers; users carry the rising cost.
Thailand sits on the buying side
Being almost entirely a user means money flows out as technology imports.
Chips are the most profitable bottleneck
NVIDIA has a near-monopoly on the point everyone must pass through.
The big players will disrupt each other
OpenAI, Microsoft and Google are not in a stable alliance.
Thailand’s opening is in the specialised gaps
Startups and systems integrators do what is not worth the giants’ time.
The early-user advantage has a shelf life
Once everyone can do it, the skill reverts to a baseline.