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I apologize for being excessively metaphorical and using "the electricity bill" to refer to the overall cost of using AI.

That said, it should be clear to you that any future pricing of AI services after the currently ongoing honeymoon period will need to recover the initial investments that have happened in the past years, pay for silicon, and make some profit too.



Actually, no, that's not clear to me either. While profit is certainly always what private enterprises aim for, it's also possible they will simply fail at it. Companies go bankrupt all the time. Those investments might simply be lost as other, better, cheaper options become available.

Nowhere should give us more confidence in this outcome being not just possible but likely, over the next 5-10 years, than the rapid growth of locally runnable models. There the fixed cost really is market rate silicon and the ongoing variable costs simply market rate electricity. So I don't even think you were being excessively metaphorical with that. That is actually where the price will head.




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