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Joined 6 months ago
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Cake day: November 5th, 2025

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  • That’s not quite my understanding of EEE.

    • Embrace - adopt something that someone else has done
    • Extend - add proprietary extensions on top of the original, quicker than the original owner can
    • Extinguish - Kill the original owner off by moving quicker then either slow down or kill your own support for the product

    What the AI model owners are doing seems to me just to be normal loss-leading with a view to gain market share.


  • They are currently selling it at a huge loss, agreed. They’ve got plenty of runway for specialised hardware prices to come down, for companies to get hooked and plugged into the ecosystem and for real value to be demonstrated.

    When this happens they’ll raise prices and companies will gladly pay it.

    Profit at this point is not relevant, seen from the perspective of investors.