[RhodesianHunter]

> My feeling is we're still in the Uber era subsidy period

I often wonder whether this doesn't continue indefinitely.

Uber was able to do this because it was just them and Lyft playing second fiddle, with a huge barrier to entry once the network effects had kicked in.

It just seems like the model space has way too many competitors, + OSS/Local options for them to ever be able to jack up their prices. At least once the datacenter bottleneck has been cleared.

[threatripper]

Cars are pretty mature while AI is just getting started. Expect 100x price drop for the same quality.