{"id":43749,"date":"2025-11-16T16:58:07","date_gmt":"2025-11-16T16:58:07","guid":{"rendered":"https:\/\/www.europesays.com\/ee\/43749\/"},"modified":"2025-11-16T16:58:07","modified_gmt":"2025-11-16T16:58:07","slug":"suurte-tehnohiidude-kasumite-vastik-varjupool-openai-kahjumid","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ee\/43749\/","title":{"rendered":"Suurte tehnohiidude kasumite vastik varjupool: OpenAI kahjumid"},"content":{"rendered":"<p>Nvidia, Alphabeti, Amazoni ja Microsofti kvartalikasumid t\u00f5usid tehisintellektiga seonduva k\u00e4ibe pealt raketina (Meta oma p\u00fchkisid maksud minema), kirjutab WSJ kolumnist James Mackintosh. Osa sellest rahast tuleb tegelikult AI-teenuste m\u00fc\u00fcgilt firmadele, eriti just Alphabeti ja Microsofti poolt.<\/p>\n<p>Aga suur osa AI-tuludest tuleb tarnimiselt v\u00f5i investeerimiselt nendesse erafirmadesse, kes vestlusrobotiteks tarvilisi suuri keelemudeleid ehitavad \u2013 ja nood kaotavad raha sama kiiresti, kui seda kaasata jaksavad, ning kavatsevad j\u00e4tkata samas vaimus veel aastaid.<\/p>\n<p>Generatiivse AI suurimaid tarnijaid on OpenAI ja Anthropic, vastavalt siis lobarobotitega ChatGPT ja Claude, ning nende asutajad Sam Altman ja Dario Amodei on n\u00fc\u00fcd IT superstaarid.<\/p>\n<p>Mis aga alles selguma hakkab, on t\u00f5siasi, et needsinased firmad on \u00fchtlasi \u00fc\u00fcratud AI-kahjumite augud \u2013 suurte b\u00f6rsifirmade megakasumite varjupool.<\/p>\n<p>M\u00f5lemad kaastavad kamaluga raha ning on t\u00f5otanud tulevikus usinasti kulutada, mist\u00f5ttu tuleb raha kaasata \u00fcha rohkem ja rohkem. Ja kui nad seda raha siis kiipide ja pilvandmet\u00f6\u00f6tluse rendi peale kulutavad, on kiipide ja pilvt\u00f6\u00f6tluse pakkujad suured v\u00f5idumehed ja kulutavad k\u00f5vasti laienemisele.<\/p>\n<p>Et see j\u00e4tkuda v\u00f5iks, peavad juhtuma kaks asja. Esiteks tuleb AI-arendajatel tulla lagedale hitt-toodetega, et katta oma tohutud teadus- ja t\u00f6\u00f6tluskulud. Teiseks peavad investorid k\u00e4ima seniks v\u00e4lja piisavalt raha nende kahjumite finantseerimiseks \u2013 mida OpenAI \u00fcksi on hinnanguliselt genereerinud v\u00e4hemalt 150 miljardi dollari jagu.<\/p>\n<p>No \u00e4kki see siis toimib. Lobarobotid on imelised, kuni nad hakkavad tegema selliseid fundamentaalseid vigu nagu arvama, et <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https:\/\/cdn.bsky.app\/img\/feed_thumbnail\/plain\/did:plc:esk3ewh72svayrfojplefx25\/bafkreiagc76sfqa6t6vjoytk5k5g2anf6a7udod5rpqvibhywkrhymmorm@jpeg\">5,11 on suurem kui 5,9<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"Nvidia, Alphabeti, Amazoni ja Microsofti kvartalikasumid t\u00f5usid tehisintellektiga seonduva k\u00e4ibe pealt raketina (Meta oma p\u00fchkisid maksud minema), kirjutab&hellip;\n","protected":false},"author":2,"featured_media":43750,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[131,130,37,33,35,34,36,2358,21837,21836,373],"class_list":{"0":"post-43749","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ari","8":"tag-ari","9":"tag-business","10":"tag-ee","11":"tag-eesti","12":"tag-eesti-keel","13":"tag-estonia","14":"tag-estonian","15":"tag-openai","16":"tag-openai-chatgpt","17":"tag-suur-tehno","18":"tag-tehisintellekt"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ee\/115560441675365410","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/posts\/43749","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/comments?post=43749"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/posts\/43749\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/media\/43750"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/media?parent=43749"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/categories?post=43749"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/tags?post=43749"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}