dwaltrip a day ago

It gets worse until we hit the ceiling on what current tech is capable of.

Then they can stop burning cash on enormous training runs and have a shot at becoming profitable.

  • ceroxylon an hour ago

    This makes sense, but what happens when they stop burning cash on training runs and any of their competitors releases a better model that raises the ceiling?

    They will have to train one that is comparable (or better), or the word will spread and users will move to the better model.

  • FridgeSeal 17 hours ago

    They survive through inertia and “new model novelty”.

    The minute they lose that (not just them, the whole sector), they’re toast.

    I suspect they know this too, hence Sam-Altman admitting it’s a bubble so that he can try to ride it down without blowing up.