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Comment by nba456_

4 days ago

Sounds like cope. You can't claim the 'rent market on intelligence' never materialized when revenue is absolutely booming for Anthropic/etc.

Sure, just not nearly enough for sustainability I think. I'd reserve that call for the moment we can stop bathing in free VC money by using subscriptions.

Also, as far as my own use goes, I found that the capabilities/price ratio of DeepSeek's offering is very hard to beat. It's really good enough so the thing that matters to me (besides table stakes like uptime, latency, etc.) is price at this point.

They are just repeating old tropes about unprofitability without reassessing