251–260 of 583 posts
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$45k cars are not neccessary though, and that's the average american car loan today
That's really more of a financial literacy problem though. People don't see $45k car, they see $600/mo payment. And car dealers very much sell on the payment and not on the actual price.
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> ballpark 5k/year How big is your house? When we had a cleaning lady it was $70 a go. Under $2000 for every second week.
I have a 1300 sqft house, 3b2b. Costs me around $200 for a cleaning.
I'm a researcher at Deepmind that contributed to these models. (And the opinions here are my own) Just want to say, Deepmind is a great place to work and the only (Edit: one the few unique labs!) lab where you can move from large frontier models (Gemini), frontier open models (Gemma), robotics (what you see here), science (weather, biology, more) and basically any other topic related to intelligence. It's really an i…
We’d love to invite you to speak about your work next year at the AGI Conference if you’re open to it.
Alexander Lerchner spoke this year and was great.
I’ll reach out on email if you have a preferred one, it was unclear on your site which email you prefer.
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Thr pharma parallel to what tech is doing is replacing clinical trials with AI review. Im not so sure its the same thing.
The idea that AI curing cancer, heart disease, aging (you get the idea) won't be a money maker because "clinical trials" is absurd. Of course it will be. Obviously it isn't the same thing as coding agents. But a lot of money makers aren't the same things as coding agents.
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OpenAI and Anthropic can't do either of those if they go bankrupt first.
People are going to be surprised by how obscenely profitable both will be in a couple of years
We're looking at ~$725B combined hyperscaler capex in 2026 (on a path to $1.08T by 2028) against roughly $25B of AI service revenue in 2025 on $250B+ of infrastructure spend. By 2030, the global data center build-out will require $6.7 trillion in capital expenditure. If hyperscalers require a 25% return on AI-specific capex, the industry needs to generate ~$169B in AI-attributable revenue annually by end of 2028.
A flexible compute market plus three well-capitalized competitors plus Google's internal silicon means nobody gets to hold price. SpaceX's public offering is the best signal we have on this type of thing and it's down 15% from offer price.
It's incredibly unlikely that BOTH OpenAI and Anthropic will be "obscenely" profitable in the next few years. Also very unlikely that even one will be "obscenely" profitable in the next few years.
It is more likely (but still not very) that they both will be simply profitable (not obscenely).
The most probable scenario is that ONE will be somewhat profitable (probably Anthropic) and the other still burning.
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$45k cars are not neccessary though, and that's the average american car loan today
nit: 45k is the average car loan for a new car, but average for a used car is $25k. Purchasing a car is a necessity but purchasing a new car is a luxury.
While Anthropic and Open AI get 80% of the attention here, it's impressive to see how much Google is doing: near frontier model, fast models, open weight models, image generation, video generation, music generation, robotics, etc.
Google acting like a normal but competent company that's just chugging away, meanwhile the hype cycle is propping up its upstart competitors to truly ludicrous valuations.
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OpenAI and Anthropic can't do either of those if they go bankrupt first.
People are going to be surprised by how obscenely profitable both will be in a couple of years
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Most people finance vehicles that cost much more than 20K. I'd gladly pay or finance a robot that could have dishes clean, laundry folded, and carpets vacuumed by the time our family got home.
I don't think a cleaning robot and a vehicle are in the same category, as vehicles are more a necessity (at the very least to get to and from your jobs, to buy groceries, etc) and a cleaning robot is squarely a luxury.