LLM everything. Nobody who is selling AI services is making any money on it. OpenAI is burning tens of billions a year without even a concept of a sellable product, Microsoft is losing billions on OpenAI, and Amazon made 5B revenue on a 120B investment (and negative profit). Nobody who is using these LLMs is paying the full cost, and hardly anyone actually uses them for anything real. Productivity hasn’t gone up for the vast majority of companies using it, and only ignorant management is pushing it hard.
I’ll give it three years until it all falls apart, and that’s very generous.
LLM everything. Nobody who is selling AI services is making any money on it. OpenAI is burning tens of billions a year without even a concept of a sellable product, Microsoft is losing billions on OpenAI, and Amazon made 5B revenue on a 120B investment (and negative profit). Nobody who is using these LLMs is paying the full cost, and hardly anyone actually uses them for anything real. Productivity hasn’t gone up for the vast majority of companies using it, and only ignorant management is pushing it hard.
I’ll give it three years until it all falls apart, and that’s very generous.