[Judgmentality]

Do any AI companies actually turn a profit? I feel like the only real winner is Nvidia because they are selling shovels to the gold diggers, while all the gold diggers are trying to outspend each other without a business model that has any consideration for unit economics.

[jstummbillig]

I love a prudent take on company money – but given how investing works and how young this entire thing is and the (to me) absolutely real value, I find it hard to be very worried about that part right now.

I can literally run a ballpark model on my MB Pro, right now, at marginal additional electrical cost. I will be the first to say that all of this (including GPT4) is still fairly garbage, but I don't know when there was the last time in the history of tech, where less fantasy to get from here to what will be good was required.

[chucke1992]

The thing is that the bigger business giants like MSFT or Amazon are probably profit quite nicely from AI. Smaller companies, not aligned with any big giants - probably not.