| ▲ | aurareturn 16 hours ago |
| They consistently have the best or second best models. They have infrastructure that serves 800 million monthly active users. Investors are lining up to give them money. When they IPO, they'll easily be worth over $1 trillion. There's price competition right now. They're still surviving. If there is price competition, they're the most likely to survive. |
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| ▲ | NumberCruncher 5 hours ago | parent | next [-] |
| They have <a really expensive> infrastructure that serves 800 million monthly active <but non-paying> users. Even worse, they train their model(s) on the interactions of those non-paying customers, what makes the model(s) less useful for paying customers. It's kind of a "you can not charge for a Porsche if you only satisfy the needs of a typical Dacia owner". |
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| ▲ | aurareturn 19 minutes ago | parent [-] | | They have <a really expensive> infrastructure that serves 800 million monthly active <but non-paying> users.
I don't pay Meta any money too. Yet, Meta is one of the most profitable companies in the world.I give more of my data to OpenAI than to Meta. ChatGPT knows so much about me. Don't you think they can easily monetize their 800 million (close to 1 billion by now) users? | | |
| ▲ | consp 3 minutes ago | parent [-] | | Meta has the giant advantage that other people interact with your data. I think that is widely more valuable than what chat engines have. |
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| ▲ | nabla9 14 hours ago | parent | prev | next [-] |
| > Investors are lining up to give them money. When they IPO, they'll easily be worth over $1 trillion. Your premise is that there is no bubble. We are talking about what happens when bubble bursts. Without investor money drying out there is no bubble. |
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| ▲ | aurareturn 13 hours ago | parent [-] | | I think we are in 1995 of the dotcom bubble for AI. | | |
| ▲ | gizajob 5 hours ago | parent | next [-] | | More like 1998 | |
| ▲ | arunabha 8 hours ago | parent | prev [-] | | Clearly, a lot of people here disagree with you. Doesn't mean you cannot be right, but in general, the HN crowd is a pretty good predictor of the trends in the tech industry. | | |
| ▲ | consp a minute ago | parent | next [-] | | Bitcoin is going to be the next universal payment system anytime now... | |
| ▲ | aurareturn 18 minutes ago | parent | prev [-] | | The mass is usually wrong on predicting these kinds of events. I don't see why HN is any different than Reddit group think. |
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| ▲ | jimbokun 6 hours ago | parent | prev [-] |
| What if investors stop giving them money before they IPO? |
