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A comment on I think Anthropic and OpenAI have found product-market fit. Parent comment

Re:I think Anthropic and OpenAI have found product-market fit by cm2187 on Thursday May 28, 2026 @04:03AM (#48306039)
But that means going back to "80% profit margin" Jensen and further digging your capex hole. The benefits would have to pay not only for current capex but also past capex.

But by then, I will be able to go one line down in my dropdown menu to switch to a newer LLM provider who doesn't have to amortize those past capex.

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Re:I think Anthropic and OpenAI have found product-market fit by QuiEgo on Thursday May 28, 2026 @09:17AM (#48308555)
Yes, the whole thing feels dot comish. I’m betting there will be a few (maybe only 1-2, like what happened to search) winners, and everyone else is in for a bad time. It’s the same dynamic too: the winners are going to win so big that everyone wants to get their money in for a chance at a piece of the pie.
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