Comment by spongebobstoes 1 day ago each new model brings in revenue that is multiple times the cost to create said model 8 comments spongebobstoes Reply jddj 1 day ago Is that the case? What about gpt 4.5? o1-pro? spongebobstoes 1 day ago with revenue >2x cost, they can afford to have a miss now and then jddj 1 day ago If you have a machine that reliably takes $1 and makes $2 you raise debt not equity 2 replies → cdrnsf 1 day ago So their CFO's publicly voiced concerns are unwarranted? rchaud 1 day ago The efficient market hypothesis has taken a real beating in the age of tech industry anti-gravity valuations. m_ke 1 day ago until it doesn't.scaling laws are a power law, you can only stay ahead for so long when each minor improvement gets exponentially more expensive
jddj 1 day ago Is that the case? What about gpt 4.5? o1-pro? spongebobstoes 1 day ago with revenue >2x cost, they can afford to have a miss now and then jddj 1 day ago If you have a machine that reliably takes $1 and makes $2 you raise debt not equity 2 replies →
spongebobstoes 1 day ago with revenue >2x cost, they can afford to have a miss now and then jddj 1 day ago If you have a machine that reliably takes $1 and makes $2 you raise debt not equity 2 replies →
jddj 1 day ago If you have a machine that reliably takes $1 and makes $2 you raise debt not equity 2 replies →
cdrnsf 1 day ago So their CFO's publicly voiced concerns are unwarranted? rchaud 1 day ago The efficient market hypothesis has taken a real beating in the age of tech industry anti-gravity valuations.
rchaud 1 day ago The efficient market hypothesis has taken a real beating in the age of tech industry anti-gravity valuations.
m_ke 1 day ago until it doesn't.scaling laws are a power law, you can only stay ahead for so long when each minor improvement gets exponentially more expensive
Is that the case? What about gpt 4.5? o1-pro?
with revenue >2x cost, they can afford to have a miss now and then
If you have a machine that reliably takes $1 and makes $2 you raise debt not equity
2 replies →
So their CFO's publicly voiced concerns are unwarranted?
The efficient market hypothesis has taken a real beating in the age of tech industry anti-gravity valuations.
until it doesn't.
scaling laws are a power law, you can only stay ahead for so long when each minor improvement gets exponentially more expensive