The AI boom has turned the standard profit margin model on its head, according to Apollo Chief Economist Torsten Slok—and it’s making the industry’s growth unsustainable.
I seriously doubt you read that article if that was your only takeaway from it.
Nobody is winning the LLM lab race, all of their unit economics are garbage and every new subscriber actually makes that situation worse instead of better. Furthermore, I’m running a open 30 billion parameter LLM on my laptop via Ollama right now, so what the fuck do I need lyin’ Sam Altman for?
At this point I’m just here to watch Oracle crash and burn.
I seriously doubt you read that article if that was your only takeaway from it.
Nobody is winning the LLM lab race, all of their unit economics are garbage and every new subscriber actually makes that situation worse instead of better. Furthermore, I’m running a open 30 billion parameter LLM on my laptop via Ollama right now, so what the fuck do I need lyin’ Sam Altman for?
At this point I’m just here to watch Oracle crash and burn.