>OpenAI is seeing such high demand that it's cutting prices by 80%
>OpenAI 需求太高了，价格砍了 80%
HOLY BASED. SNAILKEKS IN SHAMBLES
>OpenAI 需求太高了，价格砍了 80%
>OpenAI is seeing such high demand that it's cutting prices by 80%
>OpenAI 需求太高了，价格砍了 80%
HOLY BASED. SNAILKEKS IN SHAMBLES
>>109418182
They need to show paying customers, the free model has become a lot dumber and it's not due to A/B testing.
他们得给付费用户点甜头，免费模型已经变蠢了很多，这不是啥A/B测试造成的。
>>109418196
they're going the walmart route and we all know how good their quality is
他们走的是沃尔玛路线，而我们都清楚那质量有多烂。
>>109418182
THE DEMAND IS GOING CRAZY
THAT THEY ARE NOW GIVING IT OUT FOR FREE!!!!!
>>109418182
>>109418328
WHAT WE LOSE PER USER WE MAKE UP IN VOLUME
>>109418755
>VOLUME
of lies
烂到全是谎言。
>>109418182
>>109418328
DeepSeek V4 must be hurting their bottom line really hard.
DeepSeek V4肯定把他们利润这块打得很难受。
>>109418182
when you view all of OpenAI and Anthropic's decisions through the lens of the upcoming IPOs, it really becomes amusing to watch
你要是从即将IPO的角度看OpenAI和Anthropic的所有决定，看他们就像看戏一样搞笑。
>>109418182
That's nice. I'm still not paying though.
挺好，但我还是不掏钱。
>>109418775
I'm sure the folks who fronted the leverage for these giant datacenters are thrilled to see this!!!
我敢肯定那些为这些巨型数据中心出钱加杠杆的人看到这个会很兴奋!!!
>>109418182
OpenAI lost 35 billion in 2025.
OpenAI 2025年亏了350亿。
Datacentres as a utility serive are a bad business, high energy and indurance costs, trillion dollar capex depreciation and take on the depreciationn in the end users hardware and takes on the end users electricty bill while delivering an intrinsically slower, less secure less private compute and file access. It's a shit business model and it does not cut it financially and is not compelling.
数据中心当公共事业服务是门烂生意，能源和运维成本高，万亿美元级别的资本开支折旧，还要替最终用户扛硬件折旧和电费，结果提供的计算和文件访问还更慢、更不安全、更不隐私。这商业模式太烂了，财务上撑不住，也没啥吸引力。
>>109418182
>OpenAI is being so BTFO by Anthropic that it's cutting prices by 80%
>OpenAI被Anthropic打得脸都快没了，所以降价80%
FTFY
>>109418786
I always am willing to spend thousands a year on lossy compressed search results delivered by a chatbot! I would die and leave everything I own for jensen and the jeet CEOs and authenticate with my anus!
我一直都愿意每年花几千块买个聊天机器人给出的有损压缩搜索结果！我愿意为詹森和那些JEET CEO们去死，把所有财产都留给他们，还用我的菊花来认证！
Best thing he has done in many many years
这是他这么多年干得最好的一件事
>>109418803
They are both dumb business models as is azure.
这两个商业模式都跟Azure一样蠢。
100% margin software business or datacentre utility service that eats cash on hardware that is worthless inn five years and costs a fortune in bills?
百分之百利润的软件生意，还是那种把钱砸在五年就一文不值、电费账单吓死人的数据中心公用事业？
This companies have gradually drifed to being run by absolute retards in the lasy 20 years becaus retards are he only ones that coked up finance mbas can relate to
这些公司在过去20年里逐渐被一群纯煞笔管理，因为只有煞笔才能让那些嗑了药的金融MBA产生共鸣
Can't wair for the veidos of urban explorers in vast rotting abandoned weed infested datacentres with leaking ceilings in 25 years
等不及看25年后城市探险者拍视频，探索那些巨大荒废、杂草丛生、天花板漏水的破数据中心
2 trillion, done on nothing.
两万亿，啥也没干出来的。
Still not paying for your shit.
还是不会为你这破玩意儿掏钱。
>>109418182
>graph stops at 50
>图表在50就停了
shit advert, elon. i wish you all the best with your crippling mental illness
烂广告，埃隆。祝你那要命的心理疾病一切顺利
https://artificialanalysis.ai/evaluations/artificial-analysis-intelligence-index
gay jewbros...? the deepsneed goys did it again
同性恋犹太兄弟……？深喉goy们又搞了一次
>>109418182
hmm so the poorfag angle is just using luna max ?
嗯，所以穷逼的角度就是直接用Luna Max？
>>109418182
Too bad ChatGPT is censored to uselessness. I just tried a chinese ai for the first time and the output for scenarios and what ifs is incomparable to ChatGPT, it's like if someone lifted their hands from your eyes.
可惜ChatGPT被审查到废了。我刚第一次试了个中国AI，对情景和假想问题的输出跟ChatGPT完全没法比，就像有人把手从你眼睛上拿开了一样。
>>109418963
Or the new 0731 deepseek
或者新的0731 DeepSeek
>>109418971
deepseek charges you per tokens so it's not worth. the 23$ chatgpt plan gives you like 100$ worth of tokens
DeepSeek按token收费所以不值。23刀的ChatGPT套餐相当于给你100刀的token量
I wonder if it will stay at this price.
不知道价格会不会稳住。
If yes, either they'll keep losing money hard, if no, they scammed us all along
如果会，那他们要么继续血亏；如果不会，那就是一直骗我们
>>109418964
ask it what if something happened at Tiananmen Square on July 5th 1989
问问它如果1989年7月5日天安门广场发生了什么事会怎样
>>109418182
>Look, this is better in industry bullshit metric
>看，这在行业狗屁指标上更好
>>109419105
Censored on 3 issues beats censored on a million, it's not a contest anon.
三个问题上被审查总比在百万个问题上被审查强，不是一回事，匿名者。
>>109418182
Wtf is the difference between tera and luna
Tera和Luna到底有啥区别
Don't care. Sticking with Claude.
不在乎。继续用Claude。
Thanks for the offer though.
不过谢了这提议。
>>109419141
I was reading a white paper saying we can go even cheaper if we start using luddites as biofuel
我读了一份白皮书，说如果用勒德分子当生物燃料，我们还能更便宜
>>109419390
You live on the former
你活在前面那个选项上
>>109418985
>Yes, I will go to the man giving free candy
>是的，我会跟着发免费糖果的人走
>>109419506
We need to do that too
我们也得这么干
Cheaper AI = total luddite destruction
更便宜的AI = 勒德分子彻底完蛋
very good technology related thread
很好的科技相关帖子
>>109418182
it's not because of the demand but because of the new open models that are better and much cheaper.
不是因为需求，是因为新的开放模型更好还更便宜。
>>109419615
djt needs to ban them, sama's wealth is at stake
川普得禁了他们，萨玛的财富有危险了
>>109419880
fuck sama, and it's not like djt has much power outside of the US anyway.
去他妈的萨玛，再说川普在美国以外也没多大权力。
Couldn't we power datacenters with all the shit freely available on the streets of India's and floating on the holy river Ganges?
我们不能用印度大街上随便乱扔的、还有圣河恒河上漂的那些屎来给数据中心供电吗？
>>109418182
what lil dario gonna do
小达里奥能干嘛
>>109419968
Cry about open weight models some more.
再对着开放权重模型哭一会儿吧。
Does AI still kinda suck dick?
AI还是有点烂吗？
>>109420833
>Suck dick
>烂
oddly enough that was delegated to ai bros
奇怪的是这活儿被派给了AI宅男们
>>109418182
>buy 2 GPT and get 1 FREE!!!!
>买2个GPT送1个！！！！
>>109420882
Cool it with the anti-semitic, homophobic, and anti-technocratic remarks.
别再说反犹、恐同和反技术官僚的话了。
>>109419923
>and it's not like djt has much power outside of the US anyway.
>而且话说回来，特朗普在美国之外其实也没什么实权。
he's winning on a daily basis tho
不过他每天都在赢啊。
>>109418200
>>109418328
>>109418755
>Walmart route
>沃尔玛路线
That strategy works thobeit. Kill competition and corner the market.
那招确实管用。干掉竞争对手，垄断市场。
Moreover its probably a three pronged strat. The writing is on the wall thanks to China, so the new meta is probably to:
而且这大概是三管齐下的策略。中国的形势已经摆在眼前了，所以新套路大概是：
1. kill or trip up the domestic competition immediately so they get caught by the bear first.
1. 先赶紧干掉或绊倒国内竞争对手，让他们先被熊给逮住。
2. Mitigate domestic demand bleed out to open source for as long as possible
2. 尽可能拖住国内需求别往开源那边流失。
3. Rack up behavioral and advertising data points on the way down.
3. 一路往下捞行为和广告数据点。
OpenAI has the capital runway and better government ties to do this while Anthropic doesn't. If that can kill Anthropic before the IPO, that might actually prop OpenAI up long enough for investor exits before the broader market goes tits up. The advertising play would then provide a clean rebound and they can shift to challenging Google as a search engine instead of pushing agentic work since the Chinese will have it cornered.
OpenAI有资金储备和更好的政府关系能这么干，Anthropic没有。如果能赶在IPO前把Anthropic搞死，那可能真能撑住OpenAI够久，让投资者在大盘崩盘前先跑路。广告这手后面也能让人干净利落地反弹，他们就可以转去挑战谷歌做搜索引擎，而不是继续推agentic那套，因为中国那边肯定已经把这块给堵死了。
The play will become clearer as we see legislation around foreign robot/sexbot bans popping up left and right while OAI and Anthropic shift back to putting out models with GPT4 levels of sycophancy as a feature and circle back to relationship roleplay features.
后面的玩法会越来越清晰，等我们看到各种外国机器人和性爱机器人禁令冒出来，而OAI和Anthropic又转回发布像GPT4级别那样谄媚的模型作为卖点，并回头搞恋爱角色扮演功能的时候。
You don't cut prices when you are seeing record demand.
需求创新高的时候你不该降价。
That's the exact opposite of what you do.
那正好是反着来。
>>109422919
>You don't cut prices when you are seeing record demand.
>需求创新高的时候你不该降价。
that's the luddite way of doing business
那是老顽固的做生意方式。
>>109418182
I wonder if some people actually believe this and don't realize its in response to Kimi/Deepseek setting an unshakeable baseline for this level of performance by letting outside companies host the models in their own data centers
我好奇是不是真有人信这说法，没意识到这其实是对Kimi/Deepseek搞出来的不可撼动性能基准的反击，因为它们让外部公司在自己的数据中心里托管模型。
>>109418182
turning a profit has never been less likely now
现在想盈利的可能性简直比以前更低。
>>109422937
Silly economic laws like offer vs demand don't apply here. They are even reversed.
像供需这种蠢经济规律在这里不适用，甚至是反过来的。
>>109418874
They have become really shameless.
他们实在太不要脸了。
>>109423241
○.○
>>109418182
bubble popping
泡沫破了
>>109423241
Why dont they just ask AI how to turn it profitable?
他们为啥不直接问 AI 怎么扭亏为盈？
>>109423819
ran out of their weekly allowance
每周额度用完了
>>109418775
Trillions of dollars invested on the basis of gatekeeping are now in shamble.
基于封锁玩法投进去的几万亿美元现在全完蛋了。
They will never recover from this.
他们永远缓不过来。
lolno
im putting my money on the chink
我把钱押在中国佬那边
poopen ai can eat shit and die
poopen AI 可以吃屎去死了
>>109418182
>palantir ceo said the US ai models are too expensive
>palantir CEO 说美国 AI 模型太贵了
>anthropic and openai started to lower prices right after
>anthropic 和 openai 随后马上降价
can't make this up lmao
这都编不出来，笑死
not cheap enough
还不够便宜
>>109418182
>cost per task
>每个任务的成本
define 'task'
定义一下“任务”
>>109422031
Shut up MIGApede boomer NPC lol
闭嘴吧 MIGApede 老古董 NPC，哈哈哈
>>109418182
it's crazy how they have the worst ai now lmao
真离谱，他们现在的 AI 是最烂的，笑死
you have to pay me if you want me to use your Israeli censored AI garbage
想让我用你们那个以色列审查版 AI 垃圾，你得付我钱
>>109427840
if only sama had another 500 billion dollars...
要是 sama 还有 5000 亿美元就好了……
>>109427840
That's Anthropic
那是 Anthropic
>absurdly overpriced
>贵得离谱
>all the lower tiers now mogged by open weights or flash models 1/100th the price
>所有低端档位现在都被开源权重或者价格只有 1/100 的 flash 模型吊打
>top tier censored to the point of unusability, lost their edge over other big models anyway
>高端档位审查到没法用，在大模型里也没优势了
>unpopular compared to either GPT or open models
>跟 GPT 或开源模型比都不受欢迎 ⪀ 严格说 Gemini 位置更差，都快过时了，但至少没那么贵，而且 Google 有 Gemma 这个还算不错的开源模型
technically Gemini is in even worse position due to being near-obsolete but at least it's less not as expensive and Google has a pretty decent open model in Gemma
严格来说，Gemini的处境更糟，因为它几乎快要过时了，但至少它没那么贵，而且谷歌在Gemma上有一个相当不错的开源模型。
>>109418182
wtf is luna, terra and sol. I cant keep up with this retarded marketing
卧槽 luna、terra 和 sol 是啥啊，我根本跟不上这种傻逼营销节奏
>>109428953
Latest LLMs goy products. The name of the next one? ASTRA. Just know that Lua is the cheapest one and kind of competitive, so that's the one that you want to start testing and see if it works on your workloads.
最新的 LLM 韭菜产品。下一个叫啥？ASTRA。你只要知道 Lua 是最便宜的而且有点竞争力，所以想测试看能不能跑你工作负载的话，先拿它开刀。
>>109419506
This but unironically. Most luddites are toxic people that will blindly hate on anything AI and many will occasionally group up to actively sabotage anyone who uses it, even if it's something small. It's weird how they become violent turbonormie zealots against the little people but they have no balls to do the same with big companies.
这话我真心认同。大部分卢德分子都是有毒的人，盲目仇恨一切AI，而且他们时常会聚在一起主动破坏任何使用AI的人，哪怕只是小事情。奇怪的是，他们面对小人物时会变成暴力狂热分子，却不敢对大公司做同样的事。
Are these people a loud minority or are they just that many?
这些人是聒噪的少数派，还是真有那么多？
>>109428953
They train a real model for 6 months
他们花6个月训练一个真正的模型
then the different names are different censorship versions with post training which takes less time
然后不同名字对应不同的审查版本，靠后训练实现，这个耗时更短
>>109418786
>initial public offering
>首次公开募股
I heard a recent analysis of why so many businesses are excited to float their companies on the stock market.
我听到最近有个分析，讲为什么这么多企业急着把公司推到股市上。
A good example is the recent sale of SpaceX.
一个很好的例子就是最近SpaceX的出售。
There's so much money floating in the system and governments are disregarding monetary controls by keeping interest rates lower than they should be and under reporting inflation figures.
系统里有海量资金在流动，政府无视货币管控，把利率压得比该有的水平还低，还少报通胀数据。
You have trillions of dollars chasing a return against inflation.
你有上万亿美元在追逐跑赢通胀的回报。
That means they are compelled to buy into anything.
这意味着他们被迫什么都买。
The recent mini boom/bust in Korean stocks of memory manufacturers is a case in point were the price was driven up by young Koreans priced out of the housing market. The stock exchange was perceived as the only way to ever get to own your own property and millions drove the prices of hynix and Samsung so high that a change of sentiment caused a huge reversal, ruining many who had bought into the stocks with leverage.
最近韩国存储器股票的小型繁荣/崩盘就是个例子：价格被那些被房价挤出去的韩国年轻人推高。股市被视为唯一可能买得起房的途径，数百万人把海力士和三星的股价推得那么高，以至于情绪一转就引发巨大逆转，毁掉了很多用杠杆买入的人。
There's a lot of parallels in other western markets were stocks are being driven higher from similar pressures and hype about the growth of AI
其他西方市场也有很多相似之处，股票被类似压力和AI增长炒作推高。
Why would they cut price if they're seeing high demand?
如果他们看到需求高，为什么要降价？
lmao
>>109428953
why is OpenAI naming these after shitcoins?
为什么OpenAI给这些取名像shitcoin？
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