How much of the current usage is paying at least 1 cent per inference? AI providers are giving away AI for anyone to use. Only professionals and big companies, that are at most 1% of the market, are paying anything at this point.
Who knows? LLM providers losing money on every user and making it up on volume is a problem for them to deal with. I’m simply saying that the products are here to stay, even if (hopefully) the companies need to right-size their growth strategies. If Claude Opus 4.5 or GPT 5.2 is the pinnacle of models and we never see a new one again, I think they’ll be useful and cash flow positive. OpenAI and Anthropic will, of course, go bankrupt. But the models themselves are absolutely valuable.
Who knows? LLM providers losing money on every user and making it up on volume is a problem for them to deal with. I’m simply saying that the products are here to stay, even if (hopefully) the companies need to right-size their growth strategies. If Claude Opus 4.5 or GPT 5.2 is the pinnacle of models and we never see a new one again, I think they’ll be useful and cash flow positive. OpenAI and Anthropic will, of course, go bankrupt. But the models themselves are absolutely valuable.