alt Hacker News> not sure where this meme of 'ai will become very expensive any time now!' comes from
Money out > money in. https://isaiprofitable.com/
That can't go on forever, which is why the big AI companies are crying for regulation to slow things down - they need to make some of that money back before others come along and start eating what little moat they have.
That, and a lot of that investment money seems to be moving in a rather circular fashion, which usually means that when things change it will happen quickly as there is effectively one pot that will all dry up at the same time.
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open weight models from China are there now, produced using an entirely different economic model, so whatever happens to openai or anthropic doesn't have that big of an impact on "will I have an agent to code with".
valuations and funding look at *growth*, not money out and money in
ai has produced some of the fastest growing companies of All Time and plotting the trend leads to very profitable businesses in the future (which is the whole point of investing)
i think it would be a more nuanced and interesting conversation to talk about 1) how growth will change and 2) how the rapidly falling cost of intelligence will affect the different players in the ecosystem
(not a bullpost for the labs, i think their situation is precarious)