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
- Highlights from my appearance on the Data Renegades podcast with CL Kao and Dori Wilson - 26th November 2025
- Claude Opus 4.5, and why evaluating new LLMs is increasingly difficult - 24th November 2025
- sqlite-utils 4.0a1 has several (minor) backwards incompatible changes - 24th November 2025