This pre-IPO battle is very entertaining. Curious how it all ends
Compare that with how I pay $200 a month for Claude and am still hitting the limits with any sort of sustained usage. They even have a special usage limit for Sonnet to prevent you from using too much of that either.
I'm super frustrated with how slow DeepSeek is though. And it's not nearly ready to be unsupervised for long periods of time like Claude is. Just this morning I left Fable 5 unsupervised for about eight hours straight. Single turn. DeepSeek often gets even much shorter turns wrong, so I wouldn't trust it with anywhere near that length of time alone. Not to mention it'd get so much less done because of how slow it is.
Also, did you use an LLM to correct your grammar after you posted? Lol
> I'm super frustrated with how slow DeepSeek is though. And it's not nearly ready to be unsupervised for long periods of time like Claude is.
Tradeoffs ;). One thing I'm doing is to make my flows properly available on my phone, so I can run and supervise things wherever I may be.
OpenAI and Anthropic's moat is filling with cement faster than they can dig.
Even so, I can't really run at hundreds of tokens per second which is practically table stakes for my work. Even if I did manage to run that fast, the model would probably be completely braindead and stomp all over the task.
Wish I could afford an M5 Max but I've been between jobs for months without even a single interview. Sucks to be a developer these days.
I have had very good results and compared to others it just costs pennies.
I use something similar to this https://github.com/ScotterMonk/AgentAutoFlow setup and switch between deepseek v4 to flash depending on task.
If you could go out on the street of anytown and find one person using an open model, I'd eat my GPU.
However, Amazon was not racking debt the way these companies are. Both their behavior and financials were miles apart from these ai companies.
They were spending the profit from each user, not making a loss on each user.
It's a big difference.
To turn a profit all AMZN had to do was stop spending (and the consumers would not have been affected by the halting of spending).
For the AI providers, to turn a profit they have to raise the price.
It's not at all the same as what Amazon was doing. At any point, Amazon could have turned off the expansion engine and turned on the profits. AI companies don't have that luxury, if they stop training they'll just fall behind and die because they don't have a competitive model. They are locked into training in order to be competitive, they are not by default profitable and choosing growth over profit.
Maybe, but they wouldn't be in the dominant position they are today if they had turned off the expansion early - spending to suppress big competitors like Wallmart in the online shopping market pays dividends.
So if you're asking about time, then amazon stopped a lot faster. OpenAI is 40 quarters old.
If you are asking about money, then amazon... also stopped a lot faster. OpenAI is losing money comparable to amazon's lifetime losses every quarter.
More tokens and bigger models pre-ipo to attract attention, limit everything post-ipo.
They did it before, will do it after.
Even if you don't acquire hardware to do host local models, a hardware crash means that I should be able to rent the crashed hardware at just above cost of electricity + bandwidth.
Like the way I can now, for $7/m, rent a VPS that can run my B2B webapp for a company with 10k users, I look forward to buying a timeshare on GPUs that let me pay $12/m for all-you-can-eat GPU.
However, I think actually that while it won't give the results expected (AI agents run the company, build all features, etc.), it will nevertheless become a developer tool like IDEs, something "you have to have".
It's here to stay but probably with more realistic expectations than some CEO/CTO are pushing for (agents for everything, nobody writes 1 LOC, self healing systems, etc).
So the market expectations will be probably resized, but these tools are here to stay. Be it for cybersecurity (from CVEs to cyber warfare) alone, that's already worth all the money they are throwing a it.
These moves will only accelerate it.