AI labs pivoting away from API business to profit would collapse, researcher argues

kuza55 · x · 2026-10-20

Responding to a debate on whether US AI labs must pivot away from their API business to become profitable, security researcher kuza55 argues that doing so would collapse them: incumbents rarely succeed in entering entirely new markets. He points to Alphabet as the modern conglomerate whose profit still comes almost entirely from Search, underscoring how hard cross-market monetization is even for giants.

Related event: Researcher Warns US AI Labs Would Collapse If They Abandon API Business(2 posts)→

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