Everyone I know and their mom is using AI, technical or not. The question is, is it profitable to run a frontier AI lab and sell inference while spending billions on R&D.

Anthropic could be super profitable right now if they stopped developing new models. But then they'd quickly fall behind because there's not much of a moat. Maybe the only ones who will survive this are huge companies like Google with separate incomes who can swallow the cost of staying on top.