[ugh123]

>How people seriously expect these foundational model companies to make substantial revenue?

My take on this common question is that we haven't even begun to realize the immense scale of which we will need AI in all sorts of products, from consumer to enterprise. We will look back on the cost of tokens now (even at 50% of price a year or so ago) and look at it with the same bewilderment of "having a computer in your pocket" compared to mainframes from 50 years ago.

For AI to be truly useful at the consumer level, we'll need specialized mobile hardware that operates on a far greater scale of tokens and speed than anything we're seeing/trying now.

Think "always-on AI" rather than "on-demand".