CIRCLE WITH A DOT

@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.