alt Hacker NewsNone of them have any moat, OpenAI already lost the lead [1] and no one is "winning". It is just a race to the bottom as they burn through GPUs that won't even last that long.
[1] https://x.com/kenshii_ai/status/2046111873909891151/photo/2
Replies
kitsune1 • today at 4:05 PM
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GPUs are lasting longer than foreseen, in fact old GPUs are more valuable now (making more money!) than they were three years ago when they were new.
Tokens will continue to increase in price until the supply meets the demand. That's going to take a while.