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I think it's like the California gold rush. Anybody and their brother can go out and dig, but the real money is in selling the shovels.
by daxfohl 8mo ago
I think it's like the California gold rush. Anybody and their brother can go out and dig, but the real money is in selling the shovels.
- fao_ 8mo agoI don't think this is the case, because the AI companies are all just shuffling around the same 300 million or trillion to each other.
- koolba 8mo agoMore like they’re leasing away deeply discounted steam shovels at below market rates and somehow expecting to turn a profit doing so. The real profits are the companies selling them chips, fiber, and power.
- t0mas88 8mo agoBut the companies selling them chips are also their shareholders, so those are on the hook as well.
- rienbdj 8mo agoA handful of start ups will find genuine use cases for these models with real business demand. It just won’t be another AI travel agent chat bot.
- jazz9k 8mo agoIf it's below market rates, the people using the shovels are the ones making a profit.
- marcosdumay 8mo agoShovels still have a defined cost, even if there's absolutely no gold there for one to find.
- sidrag22 8mo agoImpossible to say right now... consider just the idea of reactive agentic workflows: test fails, agent is instantly triggered and response is passed off for review, or whatever, something along those lines. Thats staying power, suddenly that lease isnt a lease, its an ongoing cost for as long as that system exists. its gas.