I keep seeing this charge that AI companies have an “Uber problem” meaning the business is heavily subsidized by VC. Is there any analysis that has been done that explains how this breaks down (training vs inference and what current pricing is)? At least with Uber you had a cab fare as a benchmark. But what should, for example, ChatGPT actually cost me per month without the VC subsidy? How far off are we?
replies(2):