
#140 - Yasa vs ChatGPT, Waymo expands, scaling robot learning, AI watermarks
Last Week in AI
00:00
The Economics of AI Services
This chapter examines the financial dynamics of operating AI services like GitHub Copilot, highlighting the average monthly loss per user and the costs associated with model training. It discusses the sustainability of user acquisition strategies over profitability, alongside TSMC's semiconductor production amid AI demand fluctuations. Additionally, the chapter touches on Microsoft's plans to launch its own AI chip, exploring the implications for competition and OpenAI's considerations in chip development.
Transcript
Play full episode