5 ms·

I don't know that OpenAI specifically is the weak link but this definitely adds to the argument that the entire sector is a wash with the same three or four com

I don't know that OpenAI specifically is the weak link but this definitely adds to the argument that the entire sector is a wash with the same three or four companies passing around the same $50B over and over. OpenAI is just the link that seems most likely to break first.

aurareturn 8mo ago
I've subscribed to a few AI tools for the last 3 years now. I'm someone who almost never subscribes to anything. I'm sure that $50b has my money in there somewhere.
- g-mork 8mo ago
  Yep same, I'd sooner starve than cut my Anthropic sub
  - rvnx 8mo ago
    If tomorrow Claude pricing changes and they start charging real API costs like 2000+ USD, and there is another service: "NotReallyClaude" that is a bit less good but 200 USD, then what would you do ?
  - bandrami 8mo ago
    Man, they really got good at hitting that dopamine button, huh?
- bandrami 8mo ago
  Your subscription fees didn't fully pay for the amortization on the chips you used for the inference.
  - aurareturn 8mo ago
    Inference is profitable. Gross margins are in the 50%+ apparently. This is coming from Anthropic CEO.
    - player1234 8mo ago
      [dead]
    - bandrami 8mo ago
      I'd say that too if I were an AI CEO looking for funding