Is it really capex though? New models are being constantly trained, released at least quarterly, while old ones become obsolete. Training costs vary, but never disappear.
New models are constantly being trained, but they don't have to be constanatly trained. If OpenAI or Anthropic 'just' wanted to be a profitable business, they could ease up on that, but they're both racing to create a machine to can automate all or most human labour.
New models are constantly being trained, but they don't have to be constanatly trained. If OpenAI or Anthropic 'just' wanted to be a profitable business, they could ease up on that, but they're both racing to create a machine to can automate all or most human labour.