It’s evident that major AI players have heavily subsidized inference to quickly gain market share, like Uber’s approach in ridesharing. While both AI models and hardware are improving exponentially, there is a fundamental limit to how low inference costs can go. Eventually, this will force either a price increase or the imposition of stricter usage limits on inference. It is just a matter of time!

🇧🇷🇺🇸 - Book: Making Things Think: https://holloway.com/mtt Investor in Wander, Carry, Footprint, Merkle Manufactory (Farcaster), Dynamic, Paragraph

15 years later, Uber is still not profitable. Will be a long way to get ~$40B invested capital back.