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by seizethecheese 615 days ago
In summary, the original point of this thread is wrong. There’s essentially no future where these tools disappear or become unavailable at reasonable cost for consumers. Much more likely is they get way better.
2 comments

Definitely they will.

OpenAI’s potential issue is that if Google offers tokens at a 10% gross margin, OpenAI won’t be able to offer api tokens at a positive gross margin at all. Their only chance really is building a big subscription business. No way they can compete with a hyperscaler on api cost long run

I mean use to be I could get an Uber across Manhattan for $5

From my view chatbots are still in the "selling dollars for 90 cents" category of product, of course it sells like discounted hotcakes...

… this is conflating two things, marginal and average cost/revenue. They are very very different.
The difference is that Uber was making a loss on those journeys whereas OpenAI aren't making a loss on chatgpt subscriptions.

They make a loss overall because they spend a ton on R&D.