This is the real question. Is she willing to pay $20 per month when Google's Gemini is free? Google can remain irrational longer than OAI can remain solvent.
Google's profits have been going up while 'giving away gemini for free', so I don't think they're 'being irrational', they're unit economics apparently work.
I understand the underlying quote but not how/why it’s being used here. How is Google giving Gemini away for free to undercut OAI irrational? Anticompetitive, maybe.
Because the quote is irrational/solvent so you have to stick with those words. The similarity is a failed attempt to wait out a disadvantageous price regardless of the specific reason driving said price.
Even in the context of the original quote the price is only "irrational" in the eyes of the person trying (and failing) to play the market. "But you can't do that, that doesn't make any sense!" spoken by a person who has failed to fully grasp the situation.
Agree. And we don't even know if they're bleeding out doing it. Google is on more efficient hardware and they fully control their ecosystem. And that ecosystem can feed into and be fed by their other ecosystems. OAI just has LLMs.
