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Re:I'm Not Convinced the AI Bubble Exists by KaiserPro on Monday November 09, 2026 @03:08AM (#50422556)
The biggest metric is that anthropic make ~$2 for every $1 of compute.

Two things:

1) it requires a massive money pit to make that compute worth anything

2) it requires charging a premium price

To compare to two previous bubbles; railways in the UK and USA.

running trains was really quite cheap and engines weren't expensive per passenger served. Compared to stage coaches, the number of staff needed was < 50%. the Massive fucking problem was that it needed GDPs worth of money to make the railway in the first place. Moreover as more railways were put in it significantly altered profitably of railways near them. Lines that were there for produce moving suddenly lost profitably because the produce they were moving fell out of fashion

Re:I'm Not Convinced the AI Bubble Exists by bandrami on Monday November 09, 2026 @05:11AM (#50423565)
> anthropic make ~$2 for every $1 of compute

That was true a quarter ago, when Elon still wasn't charging them. Now that he is they're making about $0.96 for ever $1 of compute.

Re:I'm Not Convinced the AI Bubble Exists by jorisw on Monday November 09, 2026 @06:34AM (#50424180)
Source?

Genuinely asking.

Just throwing numbers at eachother without back up isn't helpful

Re:I'm Not Convinced the AI Bubble Exists by KaiserPro on Monday November 09, 2026 @08:04AM (#50425043)
Anthropic's S-1 filing. I don't think the parent is necessarily posing contradicting numbers, but removing the benefit of the doubt I was giving them when it comes to inference costs.