- Chatbot usage in $20 plans is likely nowhere close to a $200 cost.
Inference cost has come down rapidly, with reports from July claiming OpenAI can now serve all of the logged out ChatGPT traffic on just a few hundred GPUs.
- Measurable benefit: I doubt anything of value is being measured. MS Copilot with GPT 5.5 Instant processing SharePoint files? Developers using AI as a fancy autocomplete under a "I review every line" regime?
I rely on my personal value judgement, based on 30h/week I spend using AI outside of my regular job.
I am developing a mobile app, competing with companies with millions in revenue and entire dev teams. I know it is viable. Others lag in effective adoption, their opinion is likely to change soon with even more capable models.
- data center projects in the US: They look to me to mostly be constructed in the most remote backwater. If even there projects with such moderate environmental impact cannot be realized, that would be an embarrassing policy failure
- the grid: I think that one is true. AFAIK the constraint would be gas turbines, not diesel, and oil supply is not structurally constrained
- the loans: Anthropic is rumored to have become profitable earlier this year because of large growth in enterprise revenue. It does not look so bad to me