UNLESS openAI/etc actually succeeds in making AGI that never hallucinates and goes over the current LLM limitations
as for google... well they own the web
(+google has plenty of other revenue sources, so it can just pay out its AI survival)
if you're a website owner, would you welcome chatgpt/etc's data-collection bots?
but... as for google's bots... you need your website to be on the Google search results...
Also, possible Apple since they haven't gone into deep debt to finance 'AI buildout'.
If not, I'd say they don't even count in the "everyone"-
That is insane if that is true, is that even legal?
Companies can go from looking really good to a complete financial mess almost overnight when all that leverage and self-reinforcing stuff unwinds. See last weeks headlines for one such scenario.
There's nothing really groundbreaking at all in there, just "chips are expensive, and open weights models hosted locally in enterprise could displace Claude/GPT"
It appears very unlikely we will ever see an IPO of OpenAI. Anthropic appears less doomed, but still iffy at best. Tons of other large, but little discussed, AI startups are just dead-companies-walking at this point.
The likes of AWS are showing good headline numbers but are taking out massive debt to build infrastructure that looks increasingly unneeded. Those with capacity are looking to offload it, quickly. Yes AWS has “committed contracts” for this capacity but if those commitments are with shaky AI startups then it’s mostly just fluff PR and these hyperscalers will get left holding the bag on all this debt.
Go to OpenRouter and look at all of the unsubsidized providers.
What do we have in the decade ahead? Robotics in every household, models 10x+ faster and more intelligent than today.
Really no significant impact in life sciences, R&D, and 'offline' world / robotics today as of yet, which is where most of the value will live.
If you want someone else to do household chores, hire someone. You can pay someone to do your house chores for years for the cost that these things will have initially.
Why? Depends totally on what kind of website you are running.
Is this range just Silicon Valley or what is this? Even including just Europe, you're looking at a lower bracket of 10k. If you expand to the rest of the world... Or do you think rich cities in the USA, where developers make 100k+ per year, can alone sustain this industry?
simianwords•37m ago
> Yeah, they dropped the price, but count the number of tokens you're tossing into it and see if it's actually cheaper. It's good for marketing, but the rub is how much you're actually using.
The level of discourse is so horrible now, I don't have words. Are these the ones making predictions on AI bubble?
empath75•33m ago
People completely lack imagination about this stuff. The main problem right now with AI isn't even AI successfully producing code at a reasonable cost, it's human coordination and review that is the bottleneck.
InsideOutSanta•16m ago