4 ms·
> These tools are here. They’re not going away. They might very well go away. There is definitely an AI bubble, and it remains to be seen whether it deflates g
by cjs_ac 4mo ago
> These tools are here. They’re not going away.
They might very well go away. There is definitely an AI bubble, and it remains to be seen whether it deflates gradually or pops spectacularly. Geoeconomics might destroy them by constraining their access to hardware. The capabilities are real, but whether those capabilities are realised is a different matter.
- vatsachak 4mo agoDeepseek is realistic about this and is offering great prices. I think that once companies are more realistic about token demand they can start making a profit
- throwaway27448 4mo agoYup, and the marginal value of the boutique models is much lower than the marginal cost. Most workflows have no need for american models.
- totetsu 4mo agoWhat is China subsidises its inference providers to provide like utility level "intelligence" at or below cost globally until all the knowledge jobs in the west go the way of the manufacturing ones..
- watwut 4mo agoProviding services below cost is how SV and American tech operated last 25 years. It was the same pattern again and again - sell bellow cost, competition cant compete, create quasi monopoly, enshittify and start earning. OpenAI and Anthropic still sells tokens under cost.
- swiftcoder 4mo agoEven if that were true, the smaller quants that can be run on a MacBook aren't going anywhere