It's like witnessing a rocket using the most powerful engine on Earth then once it escaped orbit turn off the engine and said "It is flying without power!".
Yes, sure, right now it is ... but that's NOT how it got here.
There are trillions invested to recoup and at most billions in sales. It doesn't add up to tokens making a profit any time soon.
> There are trillions invested to recoup and at most billions in sales. It doesn't add up to tokens making a profit any time soon
But this isn't "a ticking time bomb for enterprise." It's an issue for the AI companies' investors.
Certainly not trillions. The models costing tens of billions to train are a very new development.
The problem is, people see "they're not profitable once you account for training" and equate that to "AI will go away soon"
But if all the AI companies stopped training new models, they would all instantly become profitable (and stick around)
The thing that makes them unprofitable, is having to compete (which means training models). If / when enough companies exit the market, the cost to compete goes down and you end up in an equilibrium