I think it's a bit more complicated than that, personally. Mainly, I don't know any analyst who has said they know where that "money coming in" is from, besides rounds of VC fundraising. there's no profit being made.

good news for film/tv folks who were told AI was gonna take all our jobs (still gonna see AI incorporated but the wholesale adoption seems at the very least now delayed for some time now)

Yeah this seemed like the more obvious read. It’s a shame, again, that so many people get their AI takes from a guy who (a) doesn’t really know what he’s talking about on the $ side and (b) literally takes money to promote AI on the side but pretends he doesn’t

Yeah I think OpenAI is dead. Shifting to a more "serious" business use case of AI when Anthropic is already clearly cornering that market is a pretty hard business model to pull off.

It seems somewhat better that Anthropic is winning but I’m not 100% sure how much better it is

Damn it, Cooper, I was almost cheery there for a few minutes.

I disagree in that the carnival barkers were the ones claiming AI would replace all actors and writers, etc., and getting boatloads of VC money to subsidize the costs. A lot of the hateable aspects of AI fade when the VC buzz behind it fades.

Stage two is AI trying to recoup all the money it spent during the carnival barker era plus ongoing expenses from data centers and hardware depreciation, and doing it from companies who are used to paying $1000/seat/year for software.

Dumb money's getting out of the system. It's smart money's turn.