> the revenues must continue to grow

Most importantly the losses need to shrink. There will be one big suck; their IPO. But Nvidia needs to get some ROI too, per https://stacker.news/items/1447738/r/optimism:

> Nvidia CEO Jensen Huang said the company's recent $30 billion investment in OpenAI "might be the last time" it invests in the artificial intelligence startup before it could go public toward the end of the year.

Maybe I'm reading too much into it, but to me it screams: burning more money would be reckless. IPO quick. Give us returns.

optimism

Wild! $5k a month with wage growth being flat since the 1970s

Was listening to a podcast about the Radium Girls and they made $3.25 a day for making about 250 watches which adjusted for inflation equals about $95!

I think people would pay for AI if they could afford it but the mass majority can’t.

Even with massive government contracts the revenues must continue to grow to justify all of this spend.

The Subprime AI Crisis Is Here

co574

> * Gamble that between OpenAI and Anthropic, one winner takes it all and then we have no choice but to pay 20x current cost for inference? (\~ $5k a month)

Wild! $5k a month with wage growth being flat since the 1970s

Was listening to a podcast about the Radium Girls and they made $3.25 a day for making about 250 watches which adjusted for inflation equals about $95!


I think people would pay for AI if they could afford it but the mass majority can’t. 

Even with massive government contracts the revenues must continue to grow to justify all of this spend.