

I believe them in that, in so much as I think they are unable to improve their models anymore. Training expenses have been dropping and model improvements have been unimpressive lately. They kinda peaked early this year.
They won’t train on the open internet, because they won’t train at all.
They already trained on everything and employ virtually no scientific experts anymore. They aren’t seeing the jumps they want so they pretend it’s just too dangerous for the public.
There’s also been a multiyear trend of dropping ad sales overall, especially with higher quality companies. Meaning they need far more impressions of the same buyers to make ends meet.
They are all experiencing a recession, hidden by the Ai bubble, so the only people buying ads are lower quality scam companies, gambling and other bullshit. These are less sustainable clients that can vanish at any moment.
Ads targetting people who cant afford to buy things are also not super viable.