Thread

1. 2ss · 1790639528 · focus · HN ↗

   2 things can be true:

   -LLMs profoundly change society -The LLM business is mangled in terms of ROIC vs CoC

   Such a business already exists - airlines.

   This nuance is what many here refuse/find difficult to understand.

   1. iririririr · 1790667435 · focus · HN ↗

      what everyone is missing from the example: neither airline nor telecom requires a trillion dollar investments to get the same revenue

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