alt Hacker NewsIt's likely hiding the model downgrade path they require to meet sustainable revenue. Should be interesting if they can enshittify slowly enough to avoid the ablative loss of customers! Good luck all VCs!
It's likely hiding the model downgrade path they require to meet sustainable revenue. Should be interesting if they can enshittify slowly enough to avoid the ablative loss of customers! Good luck all VCs!
They have super sustainable revenue. They are deadly supply constrained on compute, and have a really difficult balancing act over the next year or two in which they have to trade off spending that limited compute on model training so that they can stay ahead, while leaving enough of it available for customers that they can keep growing number of customers.