Those aren’t full prices though. You are aware of that, aren’t you? Nor are the current “full API” prices necessarily truly enough to cover full costs. It is not unlikely that even those are far away from profitability. If they weren’t, why all the financial gymnastics?

The real costs will only be known after the bubble bursts and the venture capital billions are going to dry up and the whole circular financing schemes are falling apart that are massively distorting numbers.

If the current subsidised rates are a good deal for you, nothing wrong with that. Just don’t make decisions that are binding you to what is doomed to explode in prices in the foreseeable future. Also, if all that productive is going through the roof with AI, why is software generally getting worse and buggier. Are all those big tech companies getting suddenly more incompetent, just when they are all moving to processes that are heavily using LLMs?

“stochastic slot machine” What a great description. I have to remember that one. :)

I think you did not get the analogy. The point was that there was a canal bubble in the US which was mostly a huge waste of effort because the technology was outdated before a network could be completed to turn useless parts into a useful network. This was neither the case for rail or road networks. Both technologies experienced bubbles and overconstruction but they yielded large networks for generations to come.

Tokens are what an LLM actually predicts, one after another. If you have very slow models that produce less than 5 tokens/s or so, you can easily follow it with your own eyes. A token is what appears at once. Often it is an entire word but it can also be parts of a word or individual letters, digits, special signs for uncommone words or special formatting, number stuff.

Makes me wonder how the Chinese and European power grids can handle it just fine so far, with Norway being not that far away from full transition for example.

If the network is a limiting factor, why not push for dynamic pricing in combinatio with wall boxes that automatically use targetted loading during better prices. If that is implemention on a large scale, they would stabilise the network rather than destabilising it.

Curious, back in the early days they did not have to force young employees to embrace the web. Now with AI they have to.

Source? Has it progressed so much? I remember substantial double digit percentages.

I know, US style capitalism doesn’t put much value in it but loyal employees can be a win for a company, but you only get them if the companies are rewarding that loyalty. The cost of having disposable employees is often extremely high. In the worst case not only a lot of informal knowledge and skill is lost but sooner or later it will end up with the competition, no matter the clauses in the contract.

Currently, yes. However, if you build your business on highly subsidised temporary prices, you are probably like the CEOs that can’t think further than their shareholders. If you believe there will be flat rates in the end I have a bridge to sell to you.

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If startpage is not listed as option anymore one can simply go to the site and by right clicking on the address it should be possible to add it as search engine option.

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If you wan to know if a bubble pop just look at the fundamentals. Yes, I know, especially during bubbles people tell you that fundamentals don’t matter but they always win in the end. The thing is that you cannot bet on them because the market can always stay longer irrational than you can stay liquid. Eventually however it always corrects on the fundamentals again. Those can change of course over time but looking at the insane amounts of money flowing into data centers with no possible way of recovering that cost, I think the picture is clear. We also have wonderful highly circular money flows that to a large extend do not even exist but are all taken for full.

The only question is when it implodes. Within a year, within three? Who knows.

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Yes, making insider trading easy, legal and profitable instead of risky, illegal and prosecuted, certainly does not fuel insider trading in whatever shape or form.

I doubt either openAI or anthropic will go public for precisely that reason. They cannot afford the required transparency. Microsoft will be interesting though. It gets increasingly hard to hide the blood bath using the rest of their business.

Isn’t that number larger than the estimation of all atoms in the universe? Among others.

License costs for Windows alone for one single Bundesland in Germany are 15 Mio EUR a year, I read, and that doesn’t include other costs. France is probably paying Microsoft in the hundreds of millions currently. You can do a lot on your own with that kind of money, especially when using everything open source has to offer, as basis.

“unsupervised” means that AI (Actually Indian) is driving those things, most of the time, right?