Amazon had a clear business model. They had positive gross margin from, if not day 1, then pretty close to it.
I remain skeptical of Uber.
Sure, maybe OpenAI and Anthropic will make it work. It's not impossible. But it's far from guaranteed.
OpenAI and Anthropic have positive gross margins for inference.
Uber generates about $1b in profit yearly now.
OpenAI and Anthropic have positive gross margins for inference.
Uber generates about $1b in profit yearly now.