Hayden Field

So it's interesting that, you know, in order to kind of combat these pricing shifts and just the amount that they're paying these two labs every month,

They're starting to just build their own internal infrastructure and tests and evals just being like, okay, let's really budget here.

Like what do we really have to pay top dollar for and what can we kind of like, you know, skimp on, but it'll have around the same type of answer.

So that's what I think is interesting.

Like this cottage industry of like charting this stuff out internally and then just like keeping that close to the vest and using that as a guide.

Right.

And it's funny, too, that these labs do promise like, oh, as the years go on, prices are going to drop.

Don't worry.

We're going to offer these models and access cheaper and cheaper.

But that doesn't really square with what's going to have to happen for them to turn a profit, especially one that investors won't roll their eyes at.

So that's what's going to be interesting.

There's a lot of tension here that we'll have to track over the next six months or so because this is going to be the big year for paying the piper.

It's funny because that's exactly what an economist was telling me this morning.

He's like, well, you either got to expand to basically the entire general public globally, or you're going to have to raise the prices a lot.

And then even then, it may not square with what you actually need.

So-

We'll see.

It's going to be a really interesting year.

I think we're going to see OpenAI further consolidate resources into these two focuses and lose a couple of other side projects.

So we've heard maybe Atlas is going to go by the wayside.