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therobots927
So quiet on HN you can hear crickets…

Chirp chirp

ivandenysov
This comment is a mandatory mention of Betteridge's law of headlines.
jaredcwhite
"rapidly evolving industry"

That has always been wildly unprofitable…

ChildOfChaos
As were a lot of big companies, like Amazon, until they weren’t.
bit1993
Anyone else think OpenAI and Anthropic should really be one company?
9fwfj9r
OpenAI had worse models (GPT 5.2 and 5.4) at that time. But now the tables have turned. Would Anthropic face a similar situation since Opus 4.7 falls below expectations?
illist-ell1s
These companies will not be able to keep making large improvements to their models as time goes on. You gotta remember to not be holding the bag when the music stops.
firebot
Gustafson would hard disagree with you, while Amdahl shares your pessimism.

I think Gustafson has better receipts... His main argument is that software will update to take advantage of new parallelism in hardware. And that's definitely been the case.

AI has ridiculous levels exploitable parallelism. It'll scale up and out.

whinvik
Is this article really worth sharing? A speculative headline with no numbers, no estimates, 0 data.

Feels like click bait and HN is submitting to the bait.

brazukadev
You don't need numbers when the person responsible for the numbers says they are bad.
i_love_retros
The billions being thrown at openai and anthropic are speculative
guluarte
I guess free tokens are over and most providers will move to token based billing soon.
tedd4u
This CNBC article is based on a Wall Street Journal article.

https://archive.ph/mTiIs

OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO By Berber Jin

The company’s CFO and board have questioned the wisdom of massive data-center spending in the face of slowing growth

unrelat3d
Ah that explains handing models over to AWS to run in their data centers
nullsmack
The Dot Com bubble burst and it didn't materially affect anything. Some of the things that failed then even came back later. Buying stuff online ate retail, sadly enough. Some dumb business plans went away, but the core of the commercial web never did. There's an idea, mostly from the anti-AI folks, that AI will magically "go away" once the bubble finally bursts and I hate to burst any more bubbles here but AI isn't going back in the bottle. For better or worse.
ChildOfChaos
Yeah exactly. It’s pretty certain that the AI bubble will burst. A few companies will have a hard time and disappear. For everyone else though, this will just be headlines in the news and AI will continue as it was.
nikolay
Journos love bashing AI, knowing they will be replaced by it within months to a couple of years.