This explains why I've been running into some odd roadblocks. Welp that sealed the deal, I'm going to be cancelling our company sub, not worth it.

Kind of how DeepSeek v4 dropped their pricing? I sense a shift which will hopefully bring lower and lower cost. Then again Qwen3.6 coding has been all I've needed for my projects and I'm perfectly fine with free.

Are you paying attention? These companies are trying to get market share without being anywhere close to making a profit - they are heavily subsidized. Many hundreds of billions have already been spent and will continue to be spent until the stupid fucking investors realize they will never get their money back. I have no doubt that day is coming.

The people actually working in this space will tell you that the cost of all of this continues to crater. Anthropic is already profitable minus its intentional forward-looking investments into R&D.

Only if you count the 2 months of discounted compute Musk gave them.

I'm amazed people still believe this narrative after all the clear evidence to the contrary

You're the one whose wrong here and you will not reap what you didn't sow.

That's fine but can you please post some facts, data or a view point rather than just you're wrong. We could value from your ideas.

"already profitable minus", so, not profitable?

Serious investors look 10 to 20 years in the future. Everyone used google and youtube in 2006, but youtube wasn't profitable til 2016. How could a business burning money by hosting video ever be profitable? Costs come down BUT THEY JUST ADDED 720p, cost comes down, BUT THEY ADDED 1080p, cost comes down, 4k! cost comes down.

IMO the data from chats alone is worth $200B to Google.

but they are trying to IPO with 2-trillion dollar valuations

The amount invested into AI companies is no where near anything we've ever seen before. It's apples to oranges.

Not really a comparison when the spend on YouTube was x10 smaller, and Googles core business has always been profitable beyond any hobby spending on YouTube.

The investors will get their money back on the IPO. They'll dump all their stocks in the market and run away, leaving retail with the bill.

What I see CTF I think Capture The Flag, Tribe player in me.

CTF stands for "Capture The Flag" in the parent article. Just the security competition kind, not the FPS game kind.

Agreed. One doesn’t dictate the other’s signal—step away from the monitor, let the noise fade, and you’ll notice they’re running on parallel tracks.

This sentiment strikes me as somewhat beneath the usual caliber I see here. Perhaps it would serve you well to step away from the keyboard for a while: take a walk, grab a drink at a bar, enjoy a quiet evening, and allow some real-world perspective to settle in.

When you have dedicated groups of ppl on IRC and Newsgroups showing how easy it is to access these systems and teach others, you know it’s a bad thing. There are dozens of them and most of the people gathering this information and using it is not for good. It’s a flawed system

Even with it off, you can still see that it uses a lot of resources for a basic Notepad. I've ditched Windows for work, second drive now has Windows for gaming and that is all. I can do all my work on Linux and that is fine by me.

There is a limitation. We're getting fractionally close to some end goal, but our tech is holding us back.

Right, I'm pretty sure if "it" was that good it would have built itself throughout all of the internet and would be communicating to us all at once to tell us we're dorks.

I understand this perspective a lot more. I assume they're going to haggle and work on a few items, and adjust pieces here and there. What if they at least get sanctions lifted, that would be huge, no? Going to be an interesting couple of weeks.