I mean no one should expect them to increase the price in the growth phase where money doesn't matter. Post-IPO when growth has a declining rate, they will (hopefully) have some lock in and blast prices as much as the market will bear.
By the time they reach this point of raising prices, if they ever do, the cost of models with current intelligence levels is going to fall a lot.
So all of these arguments about buying hardware now and switching to open models now to prepare for future price increases are still wrong if they’re argued on the basis of being locked out of cloud intelligence costs.
The cost for a given unit of intelligence is only going to decrease.
Yes it has. GPUs and consumer hardware today is much faster than it was 5 years ago and it will be much faster again in 5 years.
> and clearly these companies are losing money and burning investor cash at a ridiculous rate
As every startup should.
The inference is not losing money. I don’t know if you missed it, but it was revealed a while ago that they’re actually making decent money on inference.