I don't have data to back this up but I'd say thay the majority of their customers aren't also selling AI services themselves. It's customers that use AI for their business processes, software development, etc.
dan
joined 3 years ago
AI is an enterprise product
I think Google and Meta are well-positioned to provide AI services to regular people, since they both already have a large user base, existing cash flow from other non-AI products (meaning they can subsidize AI features for as long as they need to), and can probably outlast any startup. Google especially easily have enough paid users and advertisers to cover costs for free users.
Most of thr other AI companies will probably all end up focusing on / pivoting towards enterprise use cases though, for the higher prices and stability of long-term contracts.
AI predicts the next token
LLMs specifically... Not all AI does this.
Even so, modern LLMs are more sophisticated and aren't just chatbots any more. Their harnesses (the app that uses the LLM, like Claude Code, OpenCode, OpenAI mobile app, etc) let them use tools - read and write files, browse websites, hit APIs, run commands, etc. That's what makes them dangerous. Not all tools have good guardrails, and some "AI-native" people seem to like running harnesses in dangerous/YOLO mode.
Anthropic made a smart business decision to mostly focus on enterprise customers rather than regular consumers. Only around 10% of their revenue comes from their heavily subsidized subscription plans. The remaining 90%ish comes from API and enterprise usage billed at per-token rates, which is something that's actually profitable for them. They have a decent margin on token rates. It's R&D, hardware, and subscriptions that are putting them in the red at the moment.
I suspect they'll discontinue subscriptions some time after their IPO. Even though subscriptions are only responsible for 10% of revenue, they consume 42% of their inference compute power (https://www.theregister.com/ai-and-ml/2026/10/06/anthropic-claude-subscription-plan-provides-more-value-than-openais-study-says/5301470)
In comparison, around 70% of OpenAI's revenue comes from subscriptions. Without subsidized subscriptions, they'd lose most of their customers.
legacy tlds (com, net, org) tend to be more affordable
Verisign are trying their best to make .com and .net less affordable. Their contract with ICANN is on a six year cycle, and it lets them increase the price by up to 7% for the last four years. Two years with no increases, then four years with increases. So far, they've always increased it the maximum amount.
Wholesale price has gone up from $6 in 2000 to $7.85 in 2020 (before this contract structure), to $10.26 now, and they're increasing it to $10.97 on November 1.
Having said that, it's still better than ccTLDs and newTLDs, where the registry can increase it as much as they want.
Why do the back wheels on American shopping carts not swivel like the front ones do? In Australia we have full 360 degree motion whereas US ones feel they have the turning radius of a truck.
The AI bubble bursting will have a huge effect on the US economy though, so who knows if people will even have the money to afford it. The whole economy is being propped up by AI at the moment.
I don't think they should be assisted in devouring freely-accessible data in their endeavor
How is this assisting them, though? I see it as two different options:
- They use the open-source code without giving anything back; or
- They use the open-source code and help improve the project by reporting security issues.
In any case, a fundamental feature of both free and open-source software is that anyone can use it, regardless of if you like them or agree with them or not, without discrimination. You could instead use a license that forbids AI training, but then your code would no longer be free or open-source.
I was thinking more about automated usage. There's probably a lot of devices that hit it to check for internet connectivity. The linked article says that most of the traffic is automated and they saved bandwidth by putting some content in a JS file (since most of the automated hits don't download or run the JS).
probably all the posts in the “fediverse” have been taken already
I don't doubt this, as it's trivial to do (by design). You don't even have to scrape anything.
New posts and comments in a Lemmy community (or Mastodon profile or any other ActivityPub-based Fediverse app) get pushed to every server where federation is allowed and at least one person is subscribed to it. You can spin up your own server, subscribe to a bunch of communities, wait a while, and over time your PostgreSQL database will be populated with profiles, posts, comments, etc.
Most countries have a code you can dial before a number to hide the caller ID. It's #31# in Australia and *67 in the USA.
Technology has still ruined it though, since most people don't pick up calls from private numbers any more because a lot of them are spam.
That's interesting. My employer is too large to use subscriptions and also we have our own harnesses, so they have to pay per token. Some employees spend thousands of dollars (or more) per month, but if they were doing it at home, they'd be easily able to fit the same usage into a $200/m subscription.