Readit News> It's hard to say for sure because they don't publish the financials (or if they do, it tends to be obfuscated)
Yeah, exactly. So how the hell the bloggers you read know AI players are losing money? Are they whistleblowers? Or they're pulling numbers out of their asses? Your choice.
Sam Altman has made similar statements, and Chinese companies also often serve their models very cheaply. All of this makes me believe them when they say they are profitable on API usage. Usage on the plans is a bit more unknown.
Sam Altman got fired by his own board for dishonesty, and a lot of the original OpenAI people have left. I don't know the guy, but given his track record I'm not sure I'd just take his word for it.
As for chinese models..: https://www.wheresyoured.at/the-enshittifinancial-crisis/#th...
From the article:
> You’re probably gonna say at this point that Anthropic or OpenAI might go public, which will infuse capital into the system, and I want to give you a preview of what to look forward to, courtesy of AI labs MiniMax and Zhipu (as reported by The Information), which just filed to go public in Hong Kong.
> Anyway, I’m sure these numbers are great-oh my GOD!
> In the first half of this year, Zhipu had a net loss of $334 million on $27 million in revenue, and guess what, 85% of that revenue came from enterprise customers. Meanwhile, MiniMax made $53.4 million in revenue in the first nine months of the year, and burned $211 million to earn it.
Where does this idea come from? We know how much it costs to run LLMs. It's not like we're waiting to find out. AI companies aren't losing money on API tokens. What could possibly happen to make prices go 10x when they're already running at a profit? Claude Max might be a different story, but AI is going to get cheaper to run. Not randomly 10x for the same models.
It’s definitely not it it’s final form but it’s showing potential.
#1) I can chat with the openclaw agent (his name is "Patch") through a telegram chat, and Patch can spawn a shared tmux instance on my 22 core development workstation. #2) I can then use the `blink` app on my iphone + tailscale and that allows me to use a command in blink `ssh dev` which connects me via ssh to my dev workstation in my office, from my iphone `blink` app.
Meanwhile, my agent "Patch" has provided me a connection command string to use in my blink app, which is a `tmux <string> attach` command that allows me to attach to a SHARED tmux instance with Patch.
Why is this so fking cool and foundationally game changing?
Because now, my agent Patch and I can spin up MULTIPLE CLAUDE CODE instances, and work on any repository (or repositories) I want, with parallel agents.
Well, I could already spawn multiple agents through my iphone connection without Patch, but the problem is then I need to MANAGE each spawned agent, micromanaging each agent instance myself. But now, I have a SUPERVISOR for all my agents, Patch is the SUPERVISOR of my muliple claude code instances.
This means I no longer have to context switch by brain between five or 10 or 20 different tmux on my own to command and control multiple different claude code instances. I can now just let my SUPERVISOR agent, Patch, command and control the mulitple agents and then report back to me the status or any issues. All through a single telegram chat with my supervisor agent, Patch.
This frees up my brain to only have to just have to manage Patch the supervisor, instead of micro-managing all the different agents myself. Now, I have a true management structure which allows me to more easily scale. This is AWESOME.
The equivalent of "draw me a dog" -> not a masterpiece!? who would have thought? You need to come up with a testing methodology, write it down, and then ask the model to go through it. It likes to make assumptions on unspecified things, so you got to be careful.
More fundamentally I think testing is becoming the core component we need to think about. We should not vibe-check AI code, we should code-check it. Of course it will write the actual test code, but your main priority is to think about "how do I test this?"
You can only know the value of a code up to the level of its testing. You can't commit your eyes into the repo, so don't do "LGTM" vibe-testing of AI code, it's walking a motorcycle.