I disagree in a way, part of the reason they can't really succeed at the moment is because it's way too expensive to really deploy at scale for most companies, but even for those AI companies themselves. If they can make business access subsidized/cheap the same way pro/plus/max/whatever plan are for regular users while still being profitable, this can work out. The other solution is if they do reach that "it's so super smart it's reinventing the world every day", but that one is much more of a maybe possibly one day.

What they can't do is the rug pull of pricing like Fable did, hoping for profitability while playing the "it's so super smart" card. It's very profitable, but customer will be very happy to leave for cheaper pasture and that's why the recent news about this or that cheaper chinese models make headlines.

Essentially, the rush now is "if I make it a boring profitable company I'm not worth a trillion AND i'm overshadowed that plays the singularity card even if they're bullshitting"

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daveguy 4 hours ago | parent [-]

You do realize "subsidizing" means charging less for something than it costs to provide, right? So they'll lose a dollar on every sale, but they'll make up for it in volume? E2E is usually where the profit comes from. If they're subsidizing getting regular users on board (pro/plus/max), and they're subsidizing to get businesses on board (massive deploys), where can the profit possibly come from without a pricing rug pull?

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nolok 4 hours ago | parent [-]

I do, my point was answering to the "if it comes so cheap that" they would stop losing money of that, they would still need to subsidize for acquisition or some big clients or for rush times. It's the all-you-can-eat-buffet strategy.

I'm not saying I see them going that way or that I would, but at least THAT would possibly work.

	▲	daveguy 2 hours ago \| parent [-]
		Thank you for the clarification. I figured I was missing something in your meaning. Although "if it comes so cheap that..." means it will probably come cheap for other providers, and the margins wouldn't be there in the end because a price increase to take advantage of those big clients / rush times might lose the clients. I think we agree that their chances of becoming profitable don't look great.