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JohnMakinyesterday at 8:49 PM1 replyview on HN

It really doesn't matter how "good" these tools feel, or whatever vague metric you want - they hemorrhage cash at a rate perhaps not seen in human history. In other words, that usage you like is costing them tons of money - the bet is that energy/compute will become vastly cheaper in a matter of a couple of years (extremely unlikely), or they find other ways to monetize that don't absolutely destroy the utility of their product (ads, an area we have seen google flop in spectacularly).

And even say the latter strategy works - ads are driven by consumption. If you believe 100% openAI's vision of these tools replacing huge swaths of the workforce reasonably quickly, who will be left to consume? It's all nonsense, and the numbers are nonsense if you spend any real time considering it. The fact SoftBank is a major investor should be a dead giveaway.


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nfgyesterday at 9:00 PM

> In other words, that usage you like is costing them tons of money

Evidence? I’m sure someone will argue, but I think it’s generally accepted that inference can be done profitably at this point. The cost for equivalent capability is also plummeting.

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