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> most AI companies are losing money right now

which is completely "normal" at this point, """right"""? if you have billions of VC money chasing returns there's no time to sit around, it's all in, the hype train doesn't wait for bootstrapping profitability. and of course with these gargantuan valuations and mandatory YoY growth numbers, there is no way they are not fucking with the unit economy numbers too. (biases are hard to beat, especially if there's not much conscious effort to do so.)



Does the cost of good come down 10x or not? For say Uber it didn’t, so we went from great $6 VC funded product to mediocre $24 ride product we have today. I’m not sure I’m going to use Copilot at $1 per request. Or even $0.25. Starts to approach overseas consultant in price and ability.


well, Uber always faced the obvious problem of scaling (even after level 42 self-driving, because it's not possible to serve local demand with global supply, plus all the regulatory compliance issues - which they initially "conveniently" sidestepped by being bold/criminal, but cities are not going to play dumb forever)

of course these chat-AIs also started by "well maybe it's fair use", but at least the scaling problem seems easier than for taxi services




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