Comment by selfhoster11
17 hours ago
They already are paying off. The nature of LLMs means that they will require expensive, fast hardware that's a large capex.
17 hours ago
They already are paying off. The nature of LLMs means that they will require expensive, fast hardware that's a large capex.
They aren’t yet because the big providers that paid for all of this GPU capacity aren’t profitable yet.
They continually leap frog each other and shift around customers which indicates that the current capacity is already higher than what is required for what people actually pay for.
Google, Amazon, and Microsoft aren’t profitable?
I assume the reference was AI use cases are not profitable. Those companies are subsidizing and OpenAI/grok are burning money.
2 replies →
Do you think it's odd you only listed companies with already existing revenue streams and not companies that started with and only have generative algos as their product?
Aren't all Microsoft products OpenAI based? OpenAI has always been burning money.
How many business units have Google and Microsoft shut down or ceased investment for being unprofitable?
I hear Meta is having massive VR division layoffs…who could have predicted?
Raw popularity does not guarantee sustainability. See: Vine, WeWork, MoviePass.
Where? Who’s in the black?