Comment by cmiles8
18 hours ago
If that was the case the major labs would have done that.
They’re burning cash like there’s no tomorrow. They desperately need to show that they have a real business and not just a giant burning pile of cash doing academically interesting things. If they could simply sell models that are 95% as good at 1/10th the price they’d do that. They’re losing the enterprise sector because they’ve not done that.
I'm not sure why this style of cocksure Zitronesque comment is so trendy. It seems strange to make this statement, as if one has teleported to September 2026 from the end of the universe. Commenters in this vein aren't looking back to see that Anthropic and OpenAI models were the only truly usable ones for software development at the beginning of the year. Even Deepseek, which was and is revolutionary, was not useful for independent code commits longer than a few dozen lines.
It certainly is possible that Anthropic and OpenAI are doomed to bankruptcy, but without a known drop in revenue it seems exceptionally confident to make such a certain claim.
Did you read the article? It’s not some future predicting theory. Open AI and Anthropic losing these workloads is what’s happening today.
Did you? There was a single data point noted in the article. AT&T is a large company. What fraction of total US commercial inference spend does it represent?