longshot prediction: the AI bubble gets popped this month by the SpaceX IPO, so get out NOW

[paulkienitz]

34. That math doesn't math -- companies will not pay enough.

The part Sam Altman doesn't mention are that this is not a case of companies eager to spend that much because of how much they love the product, it's a case of companies reacting in horror to an unplanned price shock. They are finding that what they thought might be reasonable expenditures are suddenly far more costly than they realized, because the almost-free subsidized rates they'd been paying got them hooked into extravagantly wasteful usage habits, which they are suddenly realizing need to either change dramatically, or provide solid proof of the financial return for that expenditure... and such proof is, in most cases, nowhere to be found. Most companies suddenly spending this much are not getting value out of it.

But that's not the only part Sam isn't telling you. The awful secret behind that is that even these much higher prices still lose money!