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
- Gemini 3.5 Flash: more expensive, but Google plan to use it for everything - 19th May 2026
- The last six months in LLMs in five minutes - 19th May 2026
- Notes on the xAI/Anthropic data center deal - 7th May 2026