Dossier
Zilan Qian
Coverage of Zilan Qian in the Nexus archive.
- The big AI companies are going to see their margins disappear
The big AI companies may see their margins disappear as AI models become commoditized and pricing power shifts. Anthropic and OpenAI are currently not profitable and are losing money on subscriptions. The AI supply/demand imbalance is expected to ease, leading to decreased pricing power for leading AI labs.