Framework

The Math of Human Likeness

Her own term for sizing the market.

How it works

  1. 1Total addressable population is the species: 8.3 billion faces.
  2. 2Model training consumes human images in the tens of billions per lab and is compounding.
  3. 3Reuse is not viable, so demand is for net new faces, permanently.
  4. 4Roughly forty percent of current training images carry any consent, and much of that is what she calls backdoor consent from social platform terms of service.
  5. 5Regulation is closing the unconsented supply faster than demand is slowing.
  6. 6The arbitrage is a verified, licensed supply chain that does not currently exist.

Hear it on the podcast

8.3 Billion Faces, Zero Infrastructure: The AI Likeness Market Nobody Is ServingListen to the episode

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