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sedatk 2 hours ago

One month I could use Github Copilot fully with no disruptions. The next month, after pricing changes, I’ve run out of tokens in two days.

Such drastic changes tell me that pricing of tokens is arbitrary, and AI business is running out of money fast.

lucaspiller 2 hours ago | parent [-]

I think it's more a consequence of pushing for the biggest valuation/IPO. Rumoured profits on inference are north of 70%.

Taking SpaceX as an example, they have increased prices across all their consumer products over the past six months. But they definitely aren't short on money with Alphabet and Anthropic combined paying them over $2 billion per month.

Microsoft/GitHub lost out here as they were just repacking other people's products.

lefra 2 hours ago | parent | next [-]

Inference can only happen after having invested in training and datacenter construction. Arguing about "inference profitability" sounds a lot to me like ignoring large cost centers of these comanies.

2 hours ago | parent | prev [-]
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