[leptons]

Any AI service that people (and to some extent companies) can afford to pay for today is being heavily subsidized. Will that last forever? I really don't know how those economics work, but I know that bubbles do burst having lived through the dot com burst in 2000. And I know this current one is going to hurt if/when it bursts.

[drob518]

On the issue of the bubble, I’m right there with you, 100%. I’m not sure that “subsidized” is the right word for Anthropic’s or OpenAI’s pricing, though. I’d say it’s forward-priced. Supposedly, they have claimed that inference by itself is profitable; it’s the ongoing training that is not. I don’t know what nuances apply to that, however.