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1. popcor+lb[view] [source] 2026-02-02 00:24:58
>>jimmin+(OP)
> running it scares the crap out of me

A hundred times this. It's fine until it isn't. And jacking these Claws into shared conversation spaces is quite literally pushing the afterburners to max on simonw's lethal trifecta. A lot of people are going to get burned hard by this. Every blackhat is eyes-on this right now - we're literally giving a drunk robot the keys to everything.

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2. Tactic+qf[view] [source] 2026-02-02 01:04:18
>>popcor+lb
I understand that things can go wrong and there can be security issues, but I see at least two other issues:

1. what if, ChadGPT style, ads are added to the answers (like OpenAI said it'd do, hence the new "ChadGPT" name)?

2. what if the current prices really are unsustainable and the thing goes 10x?

Are we living some golden age where we can both query LLMs on the cheap and not get ad-infected answers?

I read several comments in different threads made by people saying: "I use AI because search results are too polluted and the Web is unusable"

And I now do the same:

"Gemini, compare me the HP Z640 and HP Z840 workstations, list the features in a table" / "Find me which Xeon CPU they support, list me the date and price of these CPU when they were new and typical price used now".

How long before I get twelve ads along with paid vendors recommendations?

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3. spider+kk[view] [source] 2026-02-02 01:49:18
>>Tactic+qf
> what if the current prices really are unsustainable and the thing goes 10x?

Where does this idea come from? We know how much it costs to run LLMs. It's not like we're waiting to find out. AI companies aren't losing money on API tokens. What could possibly happen to make prices go 10x when they're already running at a profit? Claude Max might be a different story, but AI is going to get cheaper to run. Not randomly 10x for the same models.

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4. overga+7p[view] [source] 2026-02-02 02:35:00
>>spider+kk
From what I've read, every major AI player is losing a (lot) of money on running LLMs, even just with inference. It's hard to say for sure because they don't publish the financials (or if they do, it tends to be obfuscated), but if the screws start being turned on investment dollars they not only have to increase the price of their current offerings (2x cost wouldn't shock me), but some of them also need a (massive) influx of capital to handle things like datacenter build obligations (10s of billions of dollars). So I don't think it's crazy to think that prices might go up quite a bit. We've already seen waves of it, like last summer when Cursor suddenly became a lot more expensive (or less functional, depending on your perspective)
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5. sothat+yz[view] [source] 2026-02-02 04:29:10
>>overga+7p
Dario Amodei has said that their models actually have a good return, even when accounting for training costs [0]. They lose money because of R&D, training the next bigger models, and I assume also investment in other areas like data centers.

Sam Altman has made similar statements, and Chinese companies also often serve their models very cheaply. All of this makes me believe them when they say they are profitable on API usage. Usage on the plans is a bit more unknown.

[0] https://youtu.be/GcqQ1ebBqkc?si=Vs2R4taIhj3uwIyj&t=1088

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6. overga+WA2[view] [source] 2026-02-02 19:33:43
>>sothat+yz
> Sam Altman has made similar statements, and Chinese companies also often serve their models very cheaply.

Sam Altman got fired by his own board for dishonesty, and a lot of the original OpenAI people have left. I don't know the guy, but given his track record I'm not sure I'd just take his word for it.

As for chinese models..: https://www.wheresyoured.at/the-enshittifinancial-crisis/#th...

From the article:

> You’re probably gonna say at this point that Anthropic or OpenAI might go public, which will infuse capital into the system, and I want to give you a preview of what to look forward to, courtesy of AI labs MiniMax and Zhipu (as reported by The Information), which just filed to go public in Hong Kong.

> Anyway, I’m sure these numbers are great-oh my GOD!

> In the first half of this year, Zhipu had a net loss of $334 million on $27 million in revenue, and guess what, 85% of that revenue came from enterprise customers. Meanwhile, MiniMax made $53.4 million in revenue in the first nine months of the year, and burned $211 million to earn it.

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