[ndiddy]

The problem I see is that all the current AI leaders are spending way more than their revenue in training costs to stay ahead of the open source models. As an example, in 2024 Anthropic made $908 million in revenue, but spent $5.6 billion on training. If they cut down on training costs to become profitable, it would only take a year or two before open source models outperformed Anthropic's models, essentially making them worthless. With this in mind, I don't see how it's possible for Anthropic to generate a return on investment.

[somanyphotons]

I don't see how it's possible for the open models to continue to get better without similar levels of extreme money expenditure on training hw. Someone is paying