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Seems odd limit, especially since it highly dependant on Token provider used, with Opus this is not much and could easily be burnt in a week or less, but with something like deepseek the 1500 can literarily be an annual budget. That being said, I do have to wonder why someone as bug as say Uber, simply not rollout OSS model in the cloud for their team, I'd imagine that would be cheapest & most flexible option, while…
$1500/mo is $18,000/seat/annum. Maybe Microsoft and Nvidia are on to something. 128 GB machines that can run local LLMs are a bargain even if priced $5-8k. Yes, tok/s is not quite there, but that's probably OK since the bottleneck really isn't the code; it's WTF did Uber build with all of that spend? How did it meaningfully impact their revenue in a positive direction?
at their scale they could also just run a large on-premise or rented (basically still cloud, but cheaper) GPU cluster and run through that. fixed costs, even license a SOTA model’s weights if you’d like
Yeah, I bet all labs releasing SOTA models are more than happy to remove the main way they make money and let you run it locally, especially if you're a big spender like Uber who seems very willing to throw money into the sea as an experiment.
Earlier quoted context omitted.
There is no evidence that per-token inference prices (which is what Uber is setting a cap on) is subsidized.
Is there any evidence that it's not?
$1500/mo is $18,000/seat/annum. Maybe Microsoft and Nvidia are on to something. 128 GB machines that can run local LLMs are a bargain even if priced $5-8k. Yes, tok/s is not quite there, but that's probably OK since the bottleneck really isn't the code; it's WTF did Uber build with all of that spend? How did it meaningfully impact their revenue in a positive direction?
You can ask the same for the median 330k salary in the US for Uber Engineering... and being a bit snarky, attending Uber engineers talks here and there at a few conferences, looks like. they love to (re)invent internal tooling/platforms. That's pretty expensive on its own.
EDIT: I'm not saying that Uber's engineers didn't add value to the company, they absolutely did and handling the scale up they had to handle is not an easy feat. But I do challenge the notion of "what features did they create with that (LLM) spending?" of GP.
$1500/mo is $18,000/seat/annum. Maybe Microsoft and Nvidia are on to something. 128 GB machines that can run local LLMs are a bargain even if priced $5-8k. Yes, tok/s is not quite there, but that's probably OK since the bottleneck really isn't the code; it's WTF did Uber build with all of that spend? How did it meaningfully impact their revenue in a positive direction?
$1500/mo is $18,000/seat/annum. Maybe Microsoft and Nvidia are on to something. 128 GB machines that can run local LLMs are a bargain even if priced $5-8k. Yes, tok/s is not quite there, but that's probably OK since the bottleneck really isn't the code; it's WTF did Uber build with all of that spend? How did it meaningfully impact their revenue in a positive direction?
$1500/mo is $18,000/seat/annum. Maybe Microsoft and Nvidia are on to something. 128 GB machines that can run local LLMs are a bargain even if priced $5-8k. Yes, tok/s is not quite there, but that's probably OK since the bottleneck really isn't the code; it's WTF did Uber build with all of that spend? How did it meaningfully impact their revenue in a positive direction?
> WTF did Uber build with all of that spend? WTF did anyone build with all that spend? Despite all the feel-good anecdotes about how productive folks feel using ai coding tools there's a deafening silence when it comes to actual, demonstrated efficacy. How can we be this far entrenched in these workflows and still not know whether they actually do anything useful?
What would previously be janky internal dashboards or excel sheets are now actually nice to use tools. That said of course the maintenance cost of all that has yet to be discovered, and the ROI is questionable.
Earlier quoted context omitted.
This is market introductory pricing that hasn't factored in cost recovery. Most of it has been run on early investment with the assumption they will recover costs in the long run. The prices are subsidized across the board and they will need to go up signficantly to recover them.
None of what you said is true
$1500/mo is $18,000/seat/annum. Maybe Microsoft and Nvidia are on to something. 128 GB machines that can run local LLMs are a bargain even if priced $5-8k. Yes, tok/s is not quite there, but that's probably OK since the bottleneck really isn't the code; it's WTF did Uber build with all of that spend? How did it meaningfully impact their revenue in a positive direction?