The immediate catalyst, it seems, is an intensifying focus on capex, or capital expenditures. Microsoft revealed that its spending surged 66% to $37.5 billion in the latest quarter, even as growth in its Azure cloud business cooled slightly. Even more concerning to analysts, however, was a new disclosure that approximately 45% of the company’s $625 billion in remaining performance obligations (RPO)—a key measure of future cloud contracts—is tied directly to OpenAI, the company revealed after reporting earnings Wednesday afternoon. (Microsoft is both a major investor in and a provider of cloud-computing services to OpenAI.)
They don’t have a product with any actual value or use cases. The ads aren’t going to reverse that. If it were that simple then they would have been able to make profit with their subscription model.
How would that even work as well? The ads will be in the website, doesn’t most stuff run through API calls? If you force everyone to start paying per call, the business model falls apart instantly.
API calls are already only paid, no?
I’m guessing the ads will be embedded in the answers of the free users (like: it will add to the prompt something like “and don’t forget to plug the sponsor, ridge wallet”)
Oh actually are they? I admit I assumed they were doing the standard bullshit of everything is free to get you integrated, then they start charging. Actually maybe that already happened and this is the result of that.
I think we’re quite a long way off before they actually crash and burn, if they ever do. We have no idea how much money the ads will inject and they also receive significant government contracts and will probably get a lot more going forward
If the market can pretend Tesla is worth so much i think it can easily sustain AI for many years
It’s already been several years. Tesla had an actual product that people wanted. Yes, they’ve been doing their best of late to torpedo their market share and brand name but at one point they were doing what they set out to do. Open AI has never done what they said they would do.
Kinda but also not entirely. I know a lot of people who use ChatGPT and other AIs at work and it does basically exactly what they want and just gets better
I’m not a proponent but the naysayer doomers are almost as wrong as the tech evangelists
Is it overvalued? Sure
Is it worthless? Absolutely not
That’s cool. I have yet to find a use case for AI. Am I doing it wrong or are they just bad with computers?
I am with gustofwind here. I use AI to help me quickly draft up mindless policies, then read through it and edit it where needed. It is a lot faster than any typing I can do.
I also use it to help me find configs for stuff I deploy, but I make sure it attaches the source link for me, so I can read the original source docs and keep a sane approach to what I am doing.
Again, I also think it is way overvalued, but to say it has not helped me build successful stuff over the past 2 years would be a lie. My 2c
Yes, why do you care about the pointless corporate crap you produce . Ai slop is the desired result you are just letting your pride get in the way.
Products and services have been dropping in quality well before ai slop
You overestimate the quality of acceptable work in many industries. AI and a little human editing and oversight is perfectly capable of producing legitimate work product.
The real problem is capitalism driving everything to shit and that really has nothing to do with ai influenced workflows
I went from Windows laptop and Netflix and Hulu to a Linux desktop for a home server running Immich, Mealie, Jellyfin, and the Arr suite in docker containers. All proxied on Cloudflare for remote access. I would never have been able to do that without the use of ChatGPT. I had no knowledge of software development, Linux, networking, etc at all. If you know how to query, AI can be a huge aid in learning. It’s helping me brush up on my Italian right now too since I haven’t spoken it in 5 years.
Tbh it’s not much different than search engines. You need to learn how to use them and when it’s appropriate to do so…it’s basically a skill issue 🤷♀️
Reminds me of when search engines first arrived and we were taught very early in school how library research works and then when to use digital academic databases vs regular search engines or just hit the books.
And yeah tech support is a great use case and you can just use the Gemini links that send you to the Reddit threads where the information came from to verify it.
I feel like if you’re minimally responsible it’s pretty hard to have AI backfire on you
That’s cool. I did all of that without AI coming from a similar place as you. AI didn’t open up a new path for you, it just showed you a path that already existed, which isn’t any different from what a regular search engine can do. There was nothing stopping you from finding that path on your own except your unwillingness to look.