So they got “only” ~$3 billion
932 karma · joined August 5, 2022
Though they won't, because I imagine recycling/refurbishing is not nearly as profitable as selling new models that lose 25% of their value the moment they're driven off the lot.
And no exec wants to explain to shareholders why their revenue from new model year sales are down 20% because they've cannibalized it with a new but lower-margin revenue stream.
LMAO wat
My point is I'm not sure why everyone needs to pay the premium for a touchscreen in order to get the screen upgrade when touch functionality on a laptop screen is clearly a polarizing feature (judging from the comments on this thread alone) that a minority of consumers actually want or need.
First off, okay that's great but no one is telling you to go use them. You can continue living your life exactly as you were without needing to judge others who live their lives differently from yours.
Second, clearly there are plenty of people who do use them judging from this $17b acquisition that just happened.
How many Macbook Pro owners are mobile app developers though?
Is it wise to believe that once Anthropic (and OpenAI, for that matter) are public, that they won't start looking for ways to improve margins, such as increasing enterprise pricing even by single-digit percentages given it comprises the lion's share of their revenue?
e.g. adding 5% on top of API pricing isn't likely to cause noticeable churn if at all, and yet 5% of a massive number can make a meaningful difference in share price.
What are you doing to them?
I still have MBPs from 2015 and 2018 that have not 'died'.
Probably both things are true.
Either way, consumers ultimately win in that the products and services they use will be made more secure.
They may be ‘underused’ as you say, but that addresses a different point than the one I’m making.
At the same time, OpenAI is also making its existing $200 Pro plan less appealing. In Codex and Work, $200 Pro subscribers will see their included usage decrease from 20x of what the company offers to Plus users, down to 10x of that same allowance. In ChatGPT, meanwhile, GPT-6 Pro message caps will decrease from 200 to 100 per week. According to the company, existing subscribers will keep their current limits for a time, and will later receive a one-time credit to help them make the most of their new reduced allowances.
(from the article)
Some people are able to take advantage of the increased capabilities that frontier models give us. For others, working with open weight models (that are extremely good in their own right) is good enough.
Deepseek models are very impressive. No one's debating that.
But frontier models are definitively ahead. Perhaps not by much in some areas, but there are clear gaps.
And that is kind of the point I think. Open source models add a much needed source of competition to the world of LLMs and are very much an important counterweight to the dominance of Anthropic and OpenAI.
Just wait for the next leak!