It feels like all of the AI players are getting worried about proving financial viability all of a sardine... feels like the claude code scandal last week also relates
Makes one wonder about how profitable interference really was. And then next is how will this affect demand? What is the balance of willingness to pay.
And in general where do margins end? Just how much margin will AI have? Lifetime cost of producing token compared to sale price. Doesn't sound like low marginal cost business anymore.
It feels like all of the AI players are getting worried about proving financial viability all of a sardine... feels like the claude code scandal last week also relates
Makes one wonder about how profitable interference really was. And then next is how will this affect demand? What is the balance of willingness to pay.
And in general where do margins end? Just how much margin will AI have? Lifetime cost of producing token compared to sale price. Doesn't sound like low marginal cost business anymore.