Back

Vishu Bheda

 • 

Medial • 4m

𝗔𝗻𝘁𝗵𝗿𝗼𝗽𝗶𝗰 𝗷𝘂𝘀𝘁 𝗿𝗮𝗶𝘀𝗲𝗱 $𝟭𝟯𝗕 𝗮𝘁 𝗮 $𝟭𝟴𝟯𝗕 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻. This gives them the money to drop prices on Claude Opus and Sonnet 4 to fight OpenAI and Google. But the bigger picture is clear — we’re in the VC-subsidized phase of AI. Cheap prices today are fueled by investor money, not real economics. Once that money dries up, prices will rise—unless hardware gets much cheaper.

8 Replies
15
Replies (8)

More like this

Recommendations from Medial

Image Description
Image Description

Vishu Bheda

 • 

Medial • 10m

𝗕𝗬𝗗 𝗶𝘀𝗻'𝘁 𝗷𝘂𝘀𝘁 𝗯𝗲𝗮𝘁𝗶𝗻𝗴 𝗧𝗲𝘀𝗹𝗮 - 𝗶𝘁'𝘀 𝗵𝘂𝗺𝗶𝗹𝗶𝗮𝘁𝗶𝗻𝗴 𝘁𝗵𝗲𝗺: • Sold 4 Million EVs in 2024 (Twice that of Tesla) • Tesla, Ford, and Toyota fight over its batteries • Warren Buffett invested $232M for a 10% stake How

See More
15 Replies
33
52

Download the medial app to read full posts, comements and news.