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Nvidia accounting for most of the revenue is pretty funny. Although it does raise the question if they spent it all on chips and Nvidia has made less than they spent, where is the money?
openAI and even Anthropic are looking significantly better than the big corps tbh. I think those just burn money no matter what they do
openAI and even Anthropic are looking significantly better than the big corps tbh. I think those just burn money no matter what they do
@WandererUber @teto weird framing on the website. yeah, investing in the future is not 'profitable' the second you do it. amazon itself took 10 years from founding to make any profit. was it a book bubble?
either way, there's plenty of profitable AI companies, for example everyone who's running commodity inference for open models.
either way, there's plenty of profitable AI companies, for example everyone who's running commodity inference for open models.
true
>amazon itself took 10 years from founding to make any profit. was it a book bubble?
no, it was outside capital cornering the market by undercutting the prices of everyone else by selling at a loss for years until they captured the market and could put price pressure on their suppliers
>amazon itself took 10 years from founding to make any profit. was it a book bubble?
no, it was outside capital cornering the market by undercutting the prices of everyone else by selling at a loss for years until they captured the market and could put price pressure on their suppliers
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