ghuyyyyy

Demand is currently not sustainable because they - ant and OAI - refuse to raise prices.

Infact they’re going to end up in price competition unless they field an army of ‘FDE’ who go to every large firm and reorganise the operations around their models and displace labour.

With all due respect you don’t understand humans.

The same nut case responsible for pushing industries forward is the same nutcase that blows up.

Society can decide not to reward such people but it doesn’t.

Don’t agree with this

Personally I view it like this - did ant and OAI push the industry forward yup? Will they fail as businesses though? Yup. Why? Business economics - as long as cost efficient Chinese replica’s exist it’s fine. Unless the us govt artificially makes the frontier market large then I see no chance of a large enough market that sustains current valuations.

More intelligence alone != more progress. And more intelligence in the context of business != more productivity that shows up in financial performance.

Life is more nuanced.