AI’s finally expensive enough to make Wall Street nervous
… What’s more, increased spending in an environment where you have to either keep your prices static or drop them doesn’t bode well. …
Search
Amazon
… Here’s how Amazon’s price fixing allegedly drove up prices everywhere Richard Lawler Apr 20 A giant cell tower is going to space this weekend Thomas Ricker Apr 17 Amazon’s new Fire TV Stick HD is its ‘slimmest ever’ Emma Roth Apr 15 Thomas Ricker Apr 15 Point, Musk. …
America needs to stop getting shocked by Chinese AI
… Tokens are not directly comparable between models, and token prices alone give an incomplete picture of how much it costs to use an AI system. …
Larry Ellison’s betting everything on OpenAI. Will it pay off or pop the bubble?
… Data centers had already driven up the price of aluminum, while also making it more difficult to manufacture aluminum in the US by increasing energy prices. Speaking of energy prices, there is one more obvious problem that has been created by the Iran war: more expensive energy. …
Analysis
… Charles Pulliam-Moore Mar 29 Why OpenAI killed Sora Too much compute, too much competition, and skeptical investors. …
CEO Melanie Perkins explains Canva’s big pivot to AI
… And the price is being driven down radically. If you look at the price of LLM queries, it’s gone down 50 times in the last three years. …
You’re about to feel the AI money squeeze
… Once companies cemented their power, they raised prices, added new revenue streams, and delivered a return to investors. …
Microsoft AI chief Mustafa Suleyman says there are three labs that matter — and he wants Microsoft to be the fourth.
… But Suleyman emphasized its performance on benchmarks like coding and its price point, saying it was cheaper than OpenAI equivalents on some tasks — a big deal in the age of the AI money squeeze, which has inspired a lot of complaints with customers. …
The DoorDash problem and the great AI browser fight
… They want good products, at a low price, delivered fast. …
The farce of Musk v. Altman
… This is something that I effectively think is priced in, in the same way that Elon Musk’s, let’s say, scattershot relationship with the truth is also priced in in all of his companies. …