> These companies providing tokens, whether SOTA or not, that want to IPO are so fucked as time goes on.
>Can't sell their SOTA models, only slightly better than the open source models for the models they can sell, cost 20x to 50x for good models, a TAM that consists almost solely of developers, with no customer of theirs actually boasting increased profits as a result of AI...
> I fear their time to IPO may have passed.
What on earth could Anthropic and OpenAI Pivot to now?
> These companies providing tokens, whether SOTA or not, that want to IPO are so fucked as time goes on.
>Can't sell their SOTA models, only slightly better than the open source models for the models they can sell, cost 20x to 50x for good models, a TAM that consists almost solely of developers, with no customer of theirs actually boasting increased profits as a result of AI...
> I fear their time to IPO may have passed.
What on earth could Anthropic and OpenAI Pivot to now?