Re:I think Anthropic and OpenAI have found product-market fit
by solarkraft on Thursday May 28, 2026 @12:11AM
(#48304396)
> Why on earth would AI labs be bragging about how little the product they sell actually costs them to make?
Investor confidence. They have a bit of a need for cash (also an interesting part of the profitability discussion of course).
> Also, inference costs are bound to go way down with more optimized architectures
I agree. Jimmy is incredible, I wonder what non-toy use cases they have. Surely they’ll come out with updated chips soon.
That said, I was apparently a bit over-excited for Groq and Cerebras. I thought they’d quickly dethrone Nvidia for inference, but not so far. Even the GPT spark trial isn’t seeming to go far.
Investor confidence. They have a bit of a need for cash (also an interesting part of the profitability discussion of course).
> Also, inference costs are bound to go way down with more optimized architectures
I agree. Jimmy is incredible, I wonder what non-toy use cases they have. Surely they’ll come out with updated chips soon.
That said, I was apparently a bit over-excited for Groq and Cerebras. I thought they’d quickly dethrone Nvidia for inference, but not so far. Even the GPT spark trial isn’t seeming to go far.