Bear case? I’m sorry?
reply70x uplift is a bear case?
Where did you get the human figure?
reply> cost of $15m
replyThe retail price is not the cost.
Not to mention that the exponential plummeting cost of tokens means that that $15 million will be a "pocket change" within a decade or less: https://a16z.com/llmflation-llm-inference-cost/
> The retail price is not the cost.
replyTrue. The cost is probably much higher, since they are still subsidizing as part of the first phase of the enshitification playbook.