No surprises here, but it’s interesting/staggering to see quite how large the disparity between spending and profit is for some of these companies.
I enjoy the fact that there’s a real-time ticker on the site so you can watch Amazon (for example) burn five thousand dollars a second.
When I tell people that generative AI, as it’s currently used, is unsustainable, this is what I’m talking about. Unless there’s a quantum leap in AI efficiency (for which I’ve seen no evidence of the feasibility) or a dramatic increase in the charged cost of LLM services (on the order of a tenfold increase assuming the increased cost does not drive any customers away; more if it does), this whole thing looks like a house of cards.
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