OpenAI and Anthropic lose billions annually and aren't profitable. When they go public, AI pricing will likely rise, not fall. Companies need tools like Claude's usage limits and token monitoring to control spending, and must define ROI carefully based on their specific business goals.
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OpenAI and Anthropic, it's about growth. Anyone can look at the rumors out there. You can look at the S-1s that are coming or whatever been published. None of them are anywhere close to profitable. They're losing billions and billions of dollars annually and they have huge cash outflows. So what does that mean when they go public? Prices aren't going to get cheaper. They may get better models that brings the cost down to run the models. But as far as what we're doing today, cost is only going to go up in the sense of what they're going to charge. I mean, they got to charge quite a bit more to be profitable. Your thoughts on that, Brock?
Yeah, I think it's a very interesting thing because the different companies have gotten much better with the way that you can monitor token usage. And there are tools that are starting to come out that are very helpful to understand how much you're spending and who's spending what. Like, for example, Claude, once you're on the enterprise plan, Anthropic does a really good job of just saying setting limits. So you can say this is a usage limit, this is how much money they can spend. That is super helpful because then you can actually safeguard and make sure that you're not just blowing out left and right. The challenge is how do you define what good ROI is, right? Because everything there, it just depends on the person. It depends on the output.