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Good lord. The technology is nowhere near profitable and there is no clear path for it to become so. The new reality is not in any way stable.

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How closely do you work with it already? How is your company retooling around it?

As mentioned elsewhere, my org is asking us to reduce usage because it is expensive and there's no evidence it improves productivity.

If that's happening at [redacted] of all places, I think it's reasonable to think that the technology may not be as transformative as predicted due to its (currently) poor performance in generating revenue.

We're profiting from its inefficiency by selling compute to other companies, especially AI startups. It's expensive and unprofitable for them and a cash cow for us. The position we're taking is bearish and somewhat more reversible than that taken by Meta, for example.

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