677: I Accept the Battery Costhttps://atp.fm/677
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@atpfm Re the aftershow: this Yale working paper suggests that Elon's politics have cost Tesla more than 1 million sales: https://www.nber.org/papers/w34413
@benmattison @atpfm We’ve also known for at least 12 years that Elon was a fraudster when he started pushing Hyperloop to distract from trains, so this whole ”he was different ten years ago” is a bit tiresome.
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@siracusa Claude Code like products are one of the most token-intensive applications since massive chunks of code (and essays) are being sent into the context window over and over. That makes profitability even harder - Anthropic started charging Cursor more and Cursor had to raise prices. (and both still lose money!)
@marcoshuerta @siracusa I’m glad to see someone raising this point.
It feels like everyone is having the conversation based on CURRENT pricing instead of the much higher pricing that seems necessary to break even. The point about Uber’s strategy is good, but misses important things: Uber is a viable end to end solution in a way that AI is not (even zealots acknowledge huge gaps) and Uber does not have overwhelming *ongoing* infrastructure costs for regular hardware upgrades and model updates. -
@marcoshuerta @siracusa I’m glad to see someone raising this point.
It feels like everyone is having the conversation based on CURRENT pricing instead of the much higher pricing that seems necessary to break even. The point about Uber’s strategy is good, but misses important things: Uber is a viable end to end solution in a way that AI is not (even zealots acknowledge huge gaps) and Uber does not have overwhelming *ongoing* infrastructure costs for regular hardware upgrades and model updates.@DavidAnson @siracusa Yes, a point Ed Zitron is always making is that the GPUs that they put in these data centers become obsolete and depreciate very fast.
(There is a whole side topic on why Uber wants to own a bunch of "robotaxis" that will also depreciate)
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