Fin Argues Cheaper Open Models Won’t Stop OpenAI and Anthropic From Making Money

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Fin argues that cheaper, downloadable open-source models such as DeepSeek won’t prevent OpenAI and Anthropic from making money and buying GPUs, because the cost of running models falls alongside their prices. In part 4 of an AI semiconductor series, fin says each new chip generation produces about twice as much output from the same amount of electricity. Fin presents that efficiency gain as a reason lower model prices need not eliminate the labs’ profits or ability to purchase GPUs.

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Latest development10/21 12:12 (UTC+8)

fin argues cheaper open-source models won’t leave OpenAI and Anthropic unable to buy GPUs 宝玉 · X

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10/21

12:12
宝玉 · X
fin argues cheaper open-source models won’t leave OpenAI and Anthropic unable to buy GPUs
In part 4 of fin’s AI semiconductor series, fin argues that increasingly cheap, downloadable open-source models such as DeepSeek won’t stop OpenAI and Anthropic from making money or buying GPUs. The first reason given is that costs fall as prices do: each new chip generation produces about twice as much output from the same amount of electricity.

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