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The Fine Print: The following comments are owned by whoever posted them. We are not responsible for them in any way.
bygreytree ( 7124971 ) writes:
... the prices of everything will come down when "Open"AI finally go bust in February ?
byallo ( 1728082 ) writes:
Would you bet on February?
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bygreytree ( 7124971 ) writes:
Play it safe: March
https://youtu.be/oUDs7Oe8jyI?t=16
byallo ( 1728082 ) writes:
I'd think you can bet on a lot of companies both of us never heard of going bust in 2026 because they sell things with the only selling point "It's AI", but OpenAI will survive any crash. They are not just ChatGPT, but one of the largest infrastructure providers for LLM-APIs. GPT-5.2 Pro API price is Input $21/MToken and Output $168/MToken, that's surely making them more money than the consumer subscriptions.
bygreytree ( 7124971 ) writes:
"that's surely making them more money than the consumer subscriptions"
But it is not making more money than the ever-increasing amount they HAVE TO spend on building infrastructure, just to stay in the game.
Like waves that draw in water to grow, eventually there is no more water and the waves CRASH.
byallo ( 1728082 ) writes:
Some other letters in GAFAM weren't profitable in the first ten years either. The question is, if they make it until then.
The cost (model size, with that electricity and so in the end money) of LLM was going down drastically this year and this may continue for a while. The cost of model training of the large American companies is not known, but of course needs to be amortized. While the compute ratio is dominated by inference since some time this may change again if inference cost keeps going down and train
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