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by danny_codes
36 days ago
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So they reduce their prices 50x and their revenue drops to $1B a year? And they're supposed to be worth $1T each? If there is an open model offering at the cost of inference + whatever margin you need to stay alive, then as inference falls Anthropic/OpenAI revenue also falls. What's the end-game? It sounds like in this business, if you are right, your revenues drop every year. |
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