IssueRaiser

This is just wrong.

This is just wrong. The pricing so far has been a classic case of loss-leader to build market share and ramp up until you can find a moat. Normally, the huge cost of training would provide such a moat, or the amount of training data required, but both of those seem to have been overcome by enough players to keep the ball in play. The next target to keep out the riffraff seems to be "Gigawatts of Data Center" (gack, I hate that metric!) and you might think that it would hold, given the finite size of the planet. But in space, no one can hear you bleed cash, so...

Posted by MarkusQ on May 22, 2026, 4:55 PM

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This is just wrong.

MarkusQMay 22, 2026, 4:55 PM

This is just wrong. The pricing so far has been a classic case of loss-leader to build market share and ramp up until you can find a moat. Normally, the huge cost of training would provide such a moat, or the amount of training data required, but both of those seem to have been overcome by enough players to keep the ball in play. The next target to keep out the riffraff seems to be "Gigawatts of Data Center" (gack, I hate that metric!) and you might think that it would hold, given the finite size of the planet. But in space, no one can hear you bleed cash, so...

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