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The problem is that $1500/engineer/month would be a pretty modest amount of demand for labs. OpenAI/Anthropic are basing their $1T valuations on the explosive u
by B56b 4mo ago
The problem is that $1500/engineer/month would be a pretty modest amount of demand for labs. OpenAI/Anthropic are basing their $1T valuations on the explosive uncapped growth of unlimited agentic token spending. On so many levels of the industry this growth is now priced in. You don't think so?
- simonw 4mo agoI don't have a particularly great answer to that question - I'm not enough of a financial analysis to have confidence in an opinion. I do however think that shouting "look, Uber capped pricing at $1500/engineer/month hence AI is slowing down" is a questionable position to take.
- owebmaster 4mo ago> I don't have a particularly great answer to that question Maybe you could use your $1,500 quota to ask AI for better arguments?
- simonw 4mo agoI mean, I did that already for my own curiosity... but I'm not about to share those on a public forum and pretend I have expertise that I don't.
- famouswaffles 4mo ago>OpenAI/Anthropic are basing their $1T valuations on the explosive uncapped growth of unlimited agentic token spending. No they're not. In reality, actual 'explosive uncapped growth of unlimited agentic token spending' will result in valuations several times more than a 'mere' $1T.