I think Anthropic and OpenAI have found product-market fit

Post by regularfry » Thu, May 28, 2026, 3:43 AM UTC

fragmede wrote: post #586

regularfry wrote: post #420

Earlier quoted context omitted.

Yes, that exists at the wider business level. No question. I think what needs to get asked is are we talking about a bottleneck within the business as a whole, or a bottleneck within the scope of the knowledge work in question. Within software delivery there's a very clear shift when it's suddenly trivial to drop a 100kLoC plausible-looking PR into code review within an afternoon. Producing working code with a whole…

Trusting CodeRabbit for sign-off is "just" a small matter of configuration.

Post by philipswood » Thu, May 28, 2026, 3:55 AM UTC

kopirgan wrote: post #745

Tuna-Fish wrote: post #248

Earlier quoted context omitted.

Why on earth would AI labs be bragging about how little the product they sell actually costs them to make? You don't want to do anything that reduces it's perceived value to the user, that might make them less willing to pay for it. Also, inference costs are bound to go way down with more optimized architectures. GPUs are fundamentally not great at inference. No platform where the weights are streamed from a large po…

Went to that URL asked one question - "how is this different from other AI" and it took 598/6144 tokens, not sure what that means.

Post by QuiEgo » Thu, May 28, 2026, 4:03 AM UTC

trjordan wrote: post #11

They've got, ballpark, $5t to $10t to make back in the next 5 years, or the hardware buildouts will start getting written down. This means we're going to need $1t+ per year in spending, per year, on tokens. 200m knowledge workers in the world, 30m developers. We're talking about a world where you need 5% of every knowledge workers salary to go into tokens. 20% if you're a developer. That's a _huge_ shift. Most people…

Post by asfkasdfasdadf » Thu, May 28, 2026, 4:08 AM UTC

simonw wrote: post #39

OrangeDelonge wrote: post #32

Earlier quoted context omitted.

Large enterprises make deals and won’t be paying 2,180.16$ either. Just like with AWS

That doesn't seem to be the case. From what I've seen enterprise deals get API pricing now. Have you seen evidence that's not true?

Post by solarkraft » Thu, May 28, 2026, 4:11 AM UTC

Tuna-Fish wrote: post #248

materielle wrote: post #211

Earlier quoted context omitted.

I'm about to leave a shallow comment, but I am a bit skeptical of the supposed drop in inference costs. If AI labs saw a lot of potential there, they'd surely be bragging about it non-stop? So the fact that publicly available information is conflicted is probably a sign that at the very least, the numbers aren't amazing. Yes I know there's no evidence and this is lazy reasoning. But there's probably a bit of truth to…

Why on earth would AI labs be bragging about how little the product they sell actually costs them to make? You don't want to do anything that reduces it's perceived value to the user, that might make them less willing to pay for it. Also, inference costs are bound to go way down with more optimized architectures. GPUs are fundamentally not great at inference. No platform where the weights are streamed from a large po…