IIUC, so far the supplier has only ended up needing to send samples and a quote to a prospect, and no sale has actually happened. So as of today, everyone is showing a net negative result except whichever company sells the Grok bot tokens.
replyIf that company is subsidizing the price of the bot with VC money and not turning a profit, then as of today, 40 suppliers, 1 HN member, all Grok/SpaceX investors, all Nasdaq index investors, and probably some others, are showing a net negative, and the only company showing a positive result from all this is NVidia.
> the only company showing a positive result from all this is NVidia
replyEveryone upstream of the AI labs should be showing a positive result, that includes all the companies needed to actually build the chips and the datacenters around it. If they aren't too incompetent, they should end up with a pile of cash regardless of where their stock goes when the bubble pops.
And if all of their customers start doing this, then they're going to need to jack up prices to cover all of their costs dealing with the deluge.
replyThey'll probably just generate the quotes with AI, which is fair.
replyNormally you’d get 2-3 quotes, meaning suppliers would on average get a sale for every few RFQs they respond to.
replyNow guys like this twiddle one knob and generate 20x as much RFQ spam, costing suppliers 20x as much. It’s tantamount to a DoS attack.