How will AI labs eventually make money - by michaellwy
michaellwy.substack.com · 1,229 words · saved by 1 readers
What’s the most plausible story where foundation model companies actually start making money?
How will AI labs eventually make money What’s the most plausible story where foundation model companies actually start making money? michaellwy Jul 02, 2026 12 2 1 Share Happy to share that my essay has been selected as 1 of the 3 finalists out of 600 entires in Dwarkesh Patel’s Blog prize for the big questions about AI ! Dwarkesh’s Prompt: What’s the most plausible story where foundation model companies actually start making money? If you consider each individual model as a company, then its profits may be able to pay back the training cost. But of course, if you don’t train a bigger, more ex
saved by
related reading
- Why compute might get 10x more expensive in coming yearsdwarkesh.com
- How the AI Labs Make Profit (Maybe, Eventually) — LessWronglesswrong.com
- Training Imperativesdan.io
- Things I Don't Know About AI - by Elad Gil - Elad Blogblog.eladgil.com
- AI Will Not Make You Rich - Colossuscolossus.com
- The business of the AI labsblog.omega-prime.co.uk
- The Winning Essays for the Big Questions About AIsubstack.com
- Questions about the Future of AI - by Dwarkesh Pateldwarkesh.com
- Who Owns the Generative AI Platform? | Andreessen Horowitza16z.com
- Random thoughts while gazing at the misty AI Frontierblog.eladgil.com
- What if RL Environments Aren't Mispriced?benanderson.work
- I think Anthropic and OpenAI have found product-market fitsimonwillison.net