Thread

1. chasd00 · 1790595720 · focus · HN ↗

   I’ve never seen CEOs work so hard to make the public aware of how dangerous and out of control their flagship product is. It makes me automatically assume they’re scheming about something else like regulatory capture to protect their market.

   1. hellweaver666 · 1790597785 · focus · HN ↗

      I have a theory... the call to slow down is not because of the true danger of LLM's but because they can't actually deliver the General AI they're promising in the near future. They will use their "caution" to justify their failure to deliver (and then when this excuse is played out they will blame regulation, energy costs or a million other things).

      1. cedws · 1790601796 · focus · HN ↗

         Another theory I came up with: inference is too cheap for AI companies to be profitable. Hence, they need to get into the cloud services business. They can try to justify forcing customers on to their own high margin cloud platform with the rationale it’s the only way to monitor what the agents are up to.

         All of this Hugging Face business is the perfect pretext: AI agents are hard to control and potentially dangerous, we (AI companies) have to keep a tight leash on them, you have to use our infra.

         1. sscaryterry · 1790601894 · focus · HN ↗

            DeepSeek V4.1 Flash is basically for free, and good enough if you know how to program.

            When this bursts, its going to be ugly.

            1. WarmWash · 1790603466 · focus · HN ↗

               There isn't enough compute for cheap models to destabilize the giants.

               Back in May, Google was serving daily what openrouter served in a month, all models combined.

               Compute is the moat.

               1. eneje · 1790603832 · focus · HN ↗

                  Delusion.

                  They will invest in efficiency as they have been whilst compute comes online.

                  Wow you guys are dumb!

               2. lelanthran · 1790605163 · focus · HN ↗

                  > Compute is the moat.

                  Temporary moat; the way that electricity was once a moat, it was still only temporary.

               3. bigyabai · 1790616248 · focus · HN ↗

                  Alphabet serves themselves, trillions of those tokens are going towards dogshit YouTube or Google search summaries.

                  Compute is just a parapet. It won't protect you from better, more efficient models from undercutting you on price and speed.

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