tuban_muzurutuban_muzuru@beige.party
Oct 22, 2026, 6:10 PM@david_chisnall @lune @jcoglan
Who's saying such things?
The money behind LLM tech at this point is mostly institutional, Blackrock, Pimco etc. Not subsidies
@david_chisnall @lune @jcoglan
Who's saying such things?
The money behind LLM tech at this point is mostly institutional, Blackrock, Pimco etc. Not subsidies
@tuban_muzuru what he's saying is that the price of tokens is well below of the providers' cost of tokens
With respect, this entire LLM phenomenon is a Gold Rush.
Yes, you're right, under one definition of cost. Yet marginal serving cost (GPUs, power, datacenter rent per token served). Here price is probably well above cost.