>The total amount of incremental AI revenue—from their AI business ... to just break even in the next 10 years is roughly equal to all the revenue these firms earned in the past 10 years.
There needs to be a dramatic acceleration in profit. Yet, the headwinds seem to be increasing: OW models, Infrastructure-building limitations, liability...
If they attempt to increase prices, folks will move to open models, even if not as capable. It is almost impossible for them to achieve the revenue and profit necessary to justify the capital spent to date.
>The total amount of incremental AI revenue—from their AI business ... to just break even in the next 10 years is roughly equal to all the revenue these firms earned in the past 10 years.
There needs to be a dramatic acceleration in profit. Yet, the headwinds seem to be increasing: OW models, Infrastructure-building limitations, liability...
If they attempt to increase prices, folks will move to open models, even if not as capable. It is almost impossible for them to achieve the revenue and profit necessary to justify the capital spent to date.
Corporate America is getting hooked on open-source AI - https://news.ycombinator.com/item?id=49566137 - September 2026 (310 comments)