On: OpenAI needs to raise at least $207B by 2030

[reducesuffering]

People still said this about Uber as of last year, few realizing that they're generating $10B in profit a year now

[mrweasel → reducesuffering]

Uber is also more or less a monopoly in many place. They took over the taxi industry and now drivers make less money than before.

OpenAI has multiple competitors, who all build their LLMs for less money.

[aurareturn → mrweasel]

Yes but AI is a far bigger market and more profitable* than taxis.

*If AI is just SaaS/online ads in a different form.

[outside1234 → mrweasel]

And unlike taxi drivers / companies, these competitors have much deeper pockets.

It is not hard to imagine Google being able to outlast OpenAI for a decade and it is hard to imagine OpenAI being able to survive for more than another couple of years given that.