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by reenorap
80 days ago
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The only way AI will be profitable to companies like Anthropic or OpenAI is to make the cost $1000-2000/month or more for coding. Every programmer will be forced to pay for it because it's only a fraction of their salary (in the US anyway) and it's the only way the programmer will be competitive. Whether the company pays for it, or they pay for it themselves, it will need to be paid. There's no other way that these companies can compete against the likes of Google, and Facebook unless they sell themselves to these companies. With AWS and GCP spending hundreds of billions of dollars per year, there's no way that Anthropic or OpenAI can continue competing unless they make an absurd amount of money and throw that at resources like their own datacenters, etc and they can't do that at $20/month. |
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Without heavy collusion or outright legislative fiat (banning open models) I don’t see how Anthropic/OpenAI justify their (alleged) market caps