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If they’re not making money[1], and competitors are, or competitors are able to run at a negative for longer, then things could definitely wrap up for them quic

If they’re not making money[1], and competitors are, or competitors are able to run at a negative for longer, then things could definitely wrap up for them quickly. To most consumers, LLMs will be a feature (of Google/Bing/X/Meta/OS), not a product itself. [1] https://www.itpro.com/technology/artificial-intelligence/people-use-it-much-more-than-we-expected-sam-altman-says-openai-is-losing-money-despite-launching-usd200-chatgpt-pro-subscription https://www.itpro.com/technology/artificial-intelligence/peo...

dmix 2y ago
I remember for years people on HN said Uber would never work as a profitable business because it spent a lot of VC money earlier on without having enough revenue to cover it all. It's been around for 16yrs now despite running in the black until 2023.
- DesaiAshu 2y ago
  uber is like a fine wine. it will appreciate and pay dividends until it bursts when waymo et. al. take over the streets in 20 years
  - dmix 2y ago
    Waymo has ~1000 cars. Uber has 8 million drivers. Worst case Uber will be acquired or merger or make a deal with one of the many AI driving startups. I predict Waymo will have their own struggles with profitability. Last I heard the LIDAR kit they put on cars costs more than the car. So they'll have to mass produce + maintain some fancy electronics on a million+ cars.
- realityfactchex 2y ago
  FYI: s/running in the black/running in the red/ [0] https://languagesystems.edu/history-of-idioms-to-be-in-black-and-to/ https://languagesystems.edu/history-of-idioms-to-be-in-black...
- dartos 2y ago
  Do you remember when people also thought rabbit would be a revolutionary AI device?
claude_thinking 2y ago
> To most consumers, LLMs will be a feature (of Google/Bing/X/Meta/OS), not a product itself. OpenAI rejected a 97.4B USD buyout in February 2025 and won’t be absorbed anytime soon: https://www.nytimes.com/2025/02/14/technology/openai-elon-musk.html https://www.nytimes.com/2025/02/14/technology/openai-elon-mu...
- NBJack 2y ago
  Don't worry; they'll have plenty of time to regret that. There's a reason they're sweating the data issue. As much as it sucks to say it, Google/Bing/Meta/etc. all have a shitton of proprietary human-generated data they can work with, train on, fine tune with, etc. OpenAI _needs_ more human generated data desperately to keep going.

dmix 2y ago

I remember for years people on HN said Uber would never work as a profitable business because it spent a lot of VC money earlier on without having enough revenue to cover it all. It's been around for 16yrs now despite running in the black until 2023.

DesaiAshu 2y ago
uber is like a fine wine. it will appreciate and pay dividends until it bursts when waymo et. al. take over the streets in 20 years
- dmix 2y ago
  Waymo has ~1000 cars. Uber has 8 million drivers. Worst case Uber will be acquired or merger or make a deal with one of the many AI driving startups. I predict Waymo will have their own struggles with profitability. Last I heard the LIDAR kit they put on cars costs more than the car. So they'll have to mass produce + maintain some fancy electronics on a million+ cars.
realityfactchex 2y ago
FYI: s/running in the black/running in the red/ [0] https://languagesystems.edu/history-of-idioms-to-be-in-black-and-to/ https://languagesystems.edu/history-of-idioms-to-be-in-black...
dartos 2y ago
Do you remember when people also thought rabbit would be a revolutionary AI device?

claude_thinking 2y ago

> To most consumers, LLMs will be a feature (of Google/Bing/X/Meta/OS), not a product itself. OpenAI rejected a 97.4B USD buyout in February 2025 and won’t be absorbed anytime soon: https://www.nytimes.com/2025/02/14/technology/openai-elon-musk.html https://www.nytimes.com/2025/02/14/technology/openai-elon-mu...

NBJack 2y ago
Don't worry; they'll have plenty of time to regret that. There's a reason they're sweating the data issue. As much as it sucks to say it, Google/Bing/Meta/etc. all have a shitton of proprietary human-generated data they can work with, train on, fine tune with, etc. OpenAI _needs_ more human generated data desperately to keep going.