What’s wrong with the investment and business model? For me the big issue is the training data and licencing. As well as the issue that it genuinely destroys the value of labour at a time when living costs are high.
You mean the business model of investing big money into an industry that haven’t turned a profit because it increase the stock price of everyone involved until it reaches a critical point because it wasn’t designed to be sustainable in any form?
Yes people invest in developing technology I dont know what rock youve been living under. They dont invest because investment pumps the stock that would be illegal and the market is so big theres very few who could move it. Instead they invest because the technology getting better raises the stock. I dont think anyone would claim AI hasnt gotten a ton better since the early days of chatgpt 2
As for sustainable, Inference is profitable but training costs a lot. Agentic models are driving up inference usage by 10x so its printing money they just need to own enough compute to provide the inference while training their next model. The market is growing like crazy, anthropic 30x their revenue in the last year going from 1b to 30b revenue and they expect to be profitable next year. Their latest model cost 5b to train.
The business model is fine. They’re over the hill and the tech has proven to be useful… unfortunately.
What’s wrong with the investment and business model? For me the big issue is the training data and licencing. As well as the issue that it genuinely destroys the value of labour at a time when living costs are high.
You mean the business model of investing big money into an industry that haven’t turned a profit because it increase the stock price of everyone involved until it reaches a critical point because it wasn’t designed to be sustainable in any form?
Yes people invest in developing technology I dont know what rock youve been living under. They dont invest because investment pumps the stock that would be illegal and the market is so big theres very few who could move it. Instead they invest because the technology getting better raises the stock. I dont think anyone would claim AI hasnt gotten a ton better since the early days of chatgpt 2
As for sustainable, Inference is profitable but training costs a lot. Agentic models are driving up inference usage by 10x so its printing money they just need to own enough compute to provide the inference while training their next model. The market is growing like crazy, anthropic 30x their revenue in the last year going from 1b to 30b revenue and they expect to be profitable next year. Their latest model cost 5b to train.
The business model is fine. They’re over the hill and the tech has proven to be useful… unfortunately.
Yeah, and the brain rot and that AI code is dumb and ruins projects.
So much more seems wrong than just the business model.
It’s that the asshole ddos archive site?