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?
This article isn’t particularly helpful. It focuses on a ton of specific OpenAI business decisions that aren’t necessarily generalizable to the rest of the industry. OpenAI itself might be out over its skis, but what I’m asking about is the meta-accusation that AI in general is heavily subsidized. When the music stops, what does the price of AI look like? The going rate for chat bots like ChatGPT is $20/month. Does that go to $40 a month? $400? $4,000?