Comment by dofm

13 hours ago

This is more or less the same as a question Alex Karp asked in that hilariously off-the-rails CNBC interview: why, if the code is so good, are they selling by the token and not asking for a cut?

https://www.yahoo.com/entertainment/tv/articles/televised-ne...

I think OpenAI actually will ultimately start a fleet of consultancy/SaaS spinoff companies, each perhaps short-lived until the core product does the job out of the box.

2 comments

dofm

Reply
aenis  27 minutes ago

I think there is already one: ODE, a joint venture of sorts between Blackrock and Anthropic, if memory serves.

As for the cut, I am sure they will try. Where I work we have had a few projects that were built entirely with models - not a single line written or read by humans. One of them is now the fastest growing money maker for my company, reaching 89M of revenue on about 9% margin in 2 months of its existence, and growing.

It cost roughly 40k in tokens to build, 7 weeks from the first prompt to first production revenue, and was built and is being operated by 1.5 guys. Its a fantastic bang for buck for us, as previously such complex automations would have been impossible to build economically.

There will be an attempt to get a deeper cut of that value. We already see this, for instance, in Meta charging by message on Whatsapp from Oct 1, raising the costs for AI-powered chatbots delivered to consumers via whatsapp by 10-15x easily. More to come for sure.