5 ms·
A massive revenue that is dwarfed by massive expenses isn't "profit"
by guappa 3y ago
A massive revenue that is dwarfed by massive expenses isn't "profit"
- ein0p 3y agoDepending on the trajectory of both P&L it could still be worthwhile
- waihtis 3y agoSo moonshots it is then. I think we just demonstrated the typical investor though process here quite well!
- ein0p 3y agoMoonshot is when those trajectories are not yet known and won’t be known for quite some time. A good example is nuclear fusion. This is something else: risky but clearly tractable innovation.
- JumpCrisscross 3y ago> moonshots it is then Moonshots involve fundamental technology risk. LLMs are no longer unproven technology--the problems are in scaling and product-market fit.
- waihtis 3y agoTrue, but only partially. We really don't know (or at least investors don't understand) what LLMs are really good for. Some of the use cases put out there now will wither away.