Cost of electricity isn’t a long term advantage in my opinion. Private companies will figure it out.
What matters most is $/completed task. It does seem like OpenAI and Anthropic are winning here even with worse electricity rates. Perhaps it is made up by the efficiency of Nvidia and Broadcom chips, which China can’t get in mass.
I do think that OpenAI and Anthropic are moving up in stickiness. My company has rallied around Claude. We are customizing Claude Code, adding knowledge bases for non technical people, writing skills for them, using Claude features company wide. It’s hard to move.
Meanwhile, I personally use ChatGPT outside of work. The memory, ease of use, habit keeps my subscribed.
What matters most is $/completed task. It does seem like OpenAI and Anthropic are winning here even with worse electricity rates. Perhaps it is made up by the efficiency of Nvidia and Broadcom chips, which China can’t get in mass.
I do think that OpenAI and Anthropic are moving up in stickiness. My company has rallied around Claude. We are customizing Claude Code, adding knowledge bases for non technical people, writing skills for them, using Claude features company wide. It’s hard to move.
Meanwhile, I personally use ChatGPT outside of work. The memory, ease of use, habit keeps my subscribed.