Syntax - Tasty Web Development Treats

Podbit · Syntax - Tasty Web Development Treats

1021: We got addicted to an AI model we can't talk about

Explore episode Jul 15, 2026
Business
Data point 90%

1021: We got addicted to an AI model we can't talk about · Jul 15, 2026 Business

Dax estimates Anthropic and OpenAI are running ~90% margins on inference, not counting R&D. That means breakeven is 10x cheaper than current prices. For open-source models with middlemen, OpenCode already hosts at 70% discount to cost.

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