5th May 2025
Two things can be true simultaneously: (a) LLM provider cost economics are too negative to return positive ROI to investors, and (b) LLMs are useful for solving problems that are meaningful and high impact, albeit not to the AGI hype that would justify point (a). This particular combination creates a frustrating gray area that requires a nuance that an ideologically split social media can no longer support gracefully. [...]
OpenAI collapsing would not cause the end of LLMs, because LLMs are useful today and there will always be a nonzero market demand for them: it’s a bell that can’t be unrung.
Recent articles
- LLM 0.32a0 is a major backwards-compatible refactor - 29th April 2026
- Tracking the history of the now-deceased OpenAI Microsoft AGI clause - 27th April 2026
- DeepSeek V4 - almost on the frontier, a fraction of the price - 24th April 2026