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> said AI companies have millions of users through e.g. Discord networks already. How many of them are paying customers? how much of the company's reserves are
by KaiserPro 3y ago
> said AI companies have millions of users through e.g. Discord networks already.
How many of them are paying customers? how much of the company's reserves are being used to subsidise day to day running of the service? what happens to the user base when you stop giving free access?
this kind of product is normally a service with a contract and upfront cost for the user. ($200k for the machine) with an on going support contract.
- hackable_sand 3y agoThe overhead is much lower for software to begin with. We can consider the ratio of hardware manufacturers to even the hobbyist developer who makes a few bucks on YouTube. Either way, multinationals are running out of ink signing their seats on spaceship AI and they pay in stacks. The critical test is achieving escape velocity for each individual GenAI "solution" (call it what you want...). Software giants with compute access are windmilling free models every day, hardware is racing to capture that compute, and those GenAI companies are entrenching their contracts while the competition is still hot. Once they have the contracts it's just build build build until another AI winter or possibly a nuclear winter.