Considering conditions within a single market is still microeconomics, I agree though its tough to see where firms will get market power from so profit will tend toward zero. I thought the same about GPUs though and nvidia still doesnt seem to have any real datacenter competition in sight.
I think the big thing here is that paying high margins on a relatively small expense is much more palatable than high margins on a big expense. If a company is spending $1 billion/yr on tokens that a really big incentive to find an alternative where spending $1 million/yr on some SaaS with even higher margins can feel like an easy choice.
I think the subscription is also designed as a loss leader. The ai labs know the real money is in enterprise, and that enterprises mostly don’t want to use the most expensive option. How do they convince enterprises to sign up for their expensive api then? Give it to the employees for cheap so they tell bosses they want Claude code at work.
All the gpu makers make all their profit selling datacenter products. They don’t want consumer/home lab stuff with lower margins to replace their data center products so they handicap the vram in those products to make them less enticing for datacenter use.
This isnt even a patent case. Its a contracts case. The article says these trees arent under patent, the farmer signed a contract saying he would only sell to one supplier and now wants to sell to others.
Which law suits would those be? It seems to me that the reality is that GMO seeds are really useful and all the lawsuits Ive seen are farmers wanting to use them without paying royalties.
> Datacenters do not need to be powered by mobile gas turbines left on trailers
The others I agree with, but Im not sure this is true. The US government has proven itself completely incapable of expanding electricity production and grid infrastructure. How exactly are you supposed to power your datacenter when you cant access any electricity?
The thing is that metas massive consumer user base means that they haven’t lost the ai race I think. They don’t need to run the whole customer acquisition rat race. They’ve already got billions of customers who they can have using models within a month, they just need to keep pushing to create a model people are happy to use. Metas product compliments uniquely well with ai I think so they’re never really out of it until their users leave.
German saboteurs on us soil are certainly subject to us jurisdiction. If they had kids while here the kids would be citizens according to the 14th. Wong Kim talks of invaders who are working under a different set of laws because they’re part of a military invasion, not a clandestine operation. They can’t be tried because there is no American presence on the invaded territory. I think you’re stretching the definition of jurisdiction with the diplomat stuff. Sure they’re expected to follow laws, but with only a few exceptions if they break laws they just got sent home, not imprisoned. They’re not really subject to our jurisdiction. Being able to withdraw our invitation isn’t the same as having jurisdiction.
I was sure that Thomas would come up with some bullshit that is completely divorced from the text and history of the constitution. The other 3 doing the same is a disappointment but not a huge surprise.
There cant be a way / except of course if you pay / mind to my syllables