Why ChatGPT and Its Rivals Aren't Afraid of AI Costs
Judged on revenue and spending alone, the AI market is easy to mistake for a bubble. But there is another reading: OpenAI and its rivals are building not just a work tool, but an everyday habit. The more often people consult a bot, look to it for support and come back to the chat, the clearer it becomes why access to LLMs is being handed out so generously today.
AI-processed from Habr AI; edited by Hamidun News
If you judge the AI boom only by the current revenue and costs of ChatGPT and other major AI services, it does look overheated. But the race may follow a different logic: the biggest players are building not so much a labor-saving tool as a service that users find psychologically hard to do without.
Why doesn't AI companies' infrastructure spending lead to collapse?
Critics often treat AI as an ordinary SaaS business, comparing data center and model training costs with current revenue. But the companies are building psychological attachment: they are creating a service that customers find psychologically hard to do without.
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