imachine1980_

I have two hypotheses.

First, France already had negative demographic trends during the Napoleonic era. That might help explain why Macron’s call for a “demographic rearmament” is not necessarily taboo today. France started experiencing smaller family sizes quite a long time ago, so the current demographic numbers are partly a reflection of past trends rather than the situation today. In a few years, Italy will probably face an even worse situation.

Second, in some countries, the very high number of elderly people may partly be the result of inaccurate population records. Some countries have a combination of incentives for elderly people and demographic records that were badly damaged during WWII. This may have made it relatively easy for someone to claim that they were, for example, their grandmother and receive benefits. Decades later, some of these people are supposedly over 100 years old.

There is even an Ig Nobel Prize associated with research into this phenomenon.

Most unmature markets aren't subsidized to the point that LLM market is, most market have some level of baseline profitablity, this market doesn't, that's because most market subsidized the marketing or the capex but this market doesn't hold the opex, the capex not the amount of marketing let alone all of this together

I wouldn't expect such difference

How does ownership work within the Lisp tree structure?, What is the difference between ownership on this setting and ARC?

if 100% of the money they spend is in inference priced by tokens (they don't say about subscriptions so i asume they lost money), yes they make money, but their expenses are way higher than inference alone. so they can make the gpu cost if they sell tokens but in reality this isnt the case, becouse they have to constaly train new models, subscription marketing, R&D, And overhead. antropic in general lost way less money than their competitors i will take this number in particular the projected break even but googling say Gross margin in this case is how much money they do whit the GPU " Gross Margins: Projected to swing from negative 94% last year to as much as 50% this year, and 77% by 2028. Projected Break-even: The company expects to be cash flow positive by 2027 or 2028. "

i will not be as bullish to say they will no colapse (0 idear how much real debt and commitments they have, if after the bubble pop spending fall shraply, or a new deepseek moment) but this sound like good trajectory (all things considered) i heavily doubt the 380 billions in valuation

"this is how much is spendeed in developers between $659 billion and $737 billion. The United States is the largest driver of this spending, accounting for more than half of the global total ($368.5 billion in 2024)" so is like saying that a 2% of all salaries of developers in the world will be absorbed as profit whit the current 33.3 ratio, quite high giving the amount of risk of the company.

From what I understand, they make money per-token billing. Not enough for how much it costs to train, not accounting for marketing, subscription services, and research for new models, but if they are used, they lose less money.

Finance 101 tldr explanation: The contribution margin (= price per token -variable cost per token ) this is positive

Profit (= contribution margin x cuantity- fix cost)

I disagree, I know the opinion of WSJ, WP, FT or national like france24,DW, BBC, RT,AJ Or at least know is always opinion Base, the facts are selected in a subjecive way.

Is way harder to know how opinionated Wikipedia is, and everything make them sound like their opinion is only base on facts but isn't.

I believe regular people will not change from chatGPT if it has some ads. I know people who use "alternative" wrappers that have ads because they aren't tech savvy, and I agree with the OP that this could be a significant amount of money We aren't 700 million people that use it.

I remember asking for quotes about the Spanish conquest of South America because I couldn't remember who said a specific thing. The GPT model started hallucinating quotes on the topic, while DeepSeek responded with, "I don't know a quote about that specific topic, but you might mean this other thing." or something like that then cited a real quote in the same topic, after acknowledging that it wasn't able to find the one I had read in an old book. i don't use it for coding, but for things that are more unique i feel is more precise.

Game like a short hike use rendering pipelines instead of accuracy in the models for example

It's not just porn, it's depictions of rape, from what I’ve read. So I don’t know if it’s really good for people to consume that kind of content. Real-life safe sex involves consent, which is obviously not the objective of this game. I believe this type of material can be genuinely harmful to our brains.

Even though I’m against using payment processing restrictions, I do believe we need laws to prohibit this kind of content. There’s data suggesting that it impacts real people's behavior during sex and shapes harmful social expectations.

Not really china make big policy bet a decade early and win the battle the put the whole government to buy this new tech before everyone else, forcing buses to be electric if you want the federal level thumbs up, or the lottery system for example.

So I disagree, probably Europe will be even more behind in ev if they doesn't push eu manufacturers to invest so heavily in the industry.

You can se for example than for legacy manufacturers the only ones in the top ten are Europeans being 3 out of 10 companies, not Japanese or Korean for example, and in Europe Volkswagen already overtake Tesla in sales Q1 for example and Audi isn't that much away also.