{"id":48149498,"user":"vanuatu","time":1778856987,"time_ago":"3 days ago","type":"comment","content":"

source: revenue, people opening their wallets","comments":[{"id":48149720,"user":"tapoxi","time":1778857885,"time_ago":"3 days ago","type":"comment","content":"

Tokenmaxing?","comments":[],"comments_count":0,"level":0,"url":"item?id=48149720"},{"id":48149786,"user":"DaveChurchill","time":1778858193,"time_ago":"3 days ago","type":"comment","content":"

Source: trust me bro","comments":[{"id":48149801,"user":"vanuatu","time":1778858288,"time_ago":"3 days ago","type":"comment","content":"

Okay.","comments":[{"id":48149874,"user":"DaveChurchill","time":1778858657,"time_ago":"3 days ago","type":"comment","content":"

Just cite me any sort of study or financial data showing that AI provides long-term financial gains for any company besides small startups","comments":[{"id":48149993,"user":"vanuatu","time":1778859281,"time_ago":"3 days ago","type":"comment","content":"

Do you need a study for when a trading firm reports PnL? Likewise when labs report 80x growth?

There are applied AI cos making 100-400M+ in just a few years of incorporation, does that count as financial gain?

Academia is currently 6-12mo behind the frontier of the industry due to secrecy and publication times, so any "long term" study, even for a year, would be out of date on arrival","comments":[{"id":48150470,"user":"gipp","time":1778861939,"time_ago":"3 days ago","type":"comment","content":"

When we're talking lab revenue, we're taking what companies are spending on AI.

The question is not whether companies are investing in AI, it's whether they're getting anything in return. Or, whether execs are just as anxious and confused about the story being sold as everyone else, taking the ludicrous amount of capital being put behind it as evidence that there's a "there" there, and hopping on the train out of pure FOMO and hedging, whether they're actually getting anything out of it at all.","comments":[{"id":48150656,"user":"vanuatu","time":1778862826,"time_ago":"3 days ago","type":"comment","content":"

I think this is reasonable

If we start to see spend go down because projects fail and companies run the ROI calculation and determine it's not worth it, then ill stand corrected and happily admit that","comments":[],"comments_count":0,"level":5,"url":"item?id=48150656"}],"comments_count":1,"level":4,"url":"item?id=48150470"},{"id":48150317,"user":"tovej","time":1778861119,"time_ago":"3 days ago","type":"comment","content":"

Why don't you list these AI companies, then?","comments":[{"id":48150601,"user":"vanuatu","time":1778862529,"time_ago":"3 days ago","type":"comment","content":"

can just ask chatgpt but off the top:

code wrappers - cursor (special case), lovable, replit

part model part applied - perplexity, 11labs, cartesia, suno

applied branches of model labs - codex, claude code, deployment cos & fde teams

ai roll ups - thrive, longlake, some stealth ones

applied - cognition, sierra, fin, harvey, legora, glean

part data part applied - scale

Margins vary, but many of these companies' revenue are already a chunk higher than what was last publicly reported

Wouldnt be surprising to see some of them 2-5x rev in the next few years","comments":[],"comments_count":0,"level":5,"url":"item?id=48150601"}],"comments_count":1,"level":4,"url":"item?id=48150317"}],"comments_count":4,"level":3,"url":"item?id=48149993"}],"comments_count":5,"level":2,"url":"item?id=48149874"}],"comments_count":6,"level":1,"url":"item?id=48149801"}],"comments_count":7,"level":0,"url":"item?id=48149786"}],"comments_count":9,"url":"item?id=48149498"}

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