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Are OpenAI and Anthropic losing money on inference?

(martinalderson.com)
507 points martinald | 1 comments | 28 Aug 25 10:15 UTC | HN request time: 0s | source
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EcommerceFlow ◴[28 Aug 25 14:13 UTC] No.45052418[source]▶
I wouldn't be surprised if their profit/query is at a negative for all major Ai companies, but guess what?

They have a service which understands a users question/needs 100x better than a traditional Google search does.

Once they tap into that for PPC/paid ads, their profit/query should jump into the green. In fact, there's a decent chance a lot of these models will go 100% free once that PPC pipeline is implemented and shown to be profitable.

replies(2): >>45052675 #>>45052809 #
techpineapple ◴[28 Aug 25 14:34 UTC] No.45052675[source]▶
> They have a service which understands a users question/needs 100x better than a traditional Google search does.

Source?

replies(1): >>45052788 #
EcommerceFlow ◴[28 Aug 25 14:41 UTC] No.45052788[source]▶
A lifetime of using Google and 4 years of using LLMs.
replies(1): >>45053408 #
nativeit ◴[28 Aug 25 15:27 UTC] No.45053408[source]▶
…is a great counter-example of a “source”.

It’s not like the product at-hand is relevant to data analysis or anything, amirite?

replies(1): >>45053543 #
1. Filligree ◴[28 Aug 25 15:37 UTC] No.45053543{3}[source]▶
Sometimes a statement is just too obvious to need extensive sourcing, and this is one of those times.

Gemini doesn’t always find very much better results, but it usually does. It beggars belief to claim that it doesn’t also understand the query much better than Rankbrain et al.