5th May 2025
Two things can be true simultaneously: (a) LLM provider cost economics are too negative to return positive ROI to investors, and (b) LLMs are useful for solving problems that are meaningful and high impact, albeit not to the AGI hype that would justify point (a). This particular combination creates a frustrating gray area that requires a nuance that an ideologically split social media can no longer support gracefully. [...]
OpenAI collapsing would not cause the end of LLMs, because LLMs are useful today and there will always be a nonzero market demand for them: it’s a bell that can’t be unrung.
Recent articles
- Claude Opus 4.8: "a modest but tangible improvement" - 28th May 2026
- I think Anthropic and OpenAI have found product-market fit - 27th May 2026
- Notes on Pope Leo XIV's encyclical on AI - 25th May 2026