I am not convinced this is the case. I know this is the popular anti-AI narrative but most enterprise users are paying for it at token rates and I have yet to see any proof that on demand is being subsidized
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replyThat’s great but who will pay for all the data center debt?
replyThe debt goes bad and those that issued the debt absorb losses. Many that went in deep lose their shirts.
replyThats how this stuff works, although there’s a whole generation that’s not seen the back side of a bubble and seems to think there’s no such thing as a downside.
Just their shirts?
replyI'd rather lose my pants if I had to lose anything, so then I'd still be presentable for Zoom calls.
2007 called they want their free-market philosophy back.
replyLet them fail before it gets even worse is my take. The future is small but capable local models.
replyThe taxpayers and paying customers that’s who!
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