Comment by paulgb
1 year ago
This is moving the goalpost on what "killer app" means. Code assistants are a compelling use of the tech that has quickly shown real-world value, which is the point I'm trying to make here.
Whether the companies that are leading the market today will end up being the ones who capture that value is anyone's bet.
I fail to see how a technology that is to expensive to maintain can have a killer app.
It’s only going to get cheaper over time. It’s already cheap enough that if these services disappeared overnight I’d switch to an open source alternative with a local model. The industry needed VC backing to pay the fixed cost of the research, but the cost of running inference is not insane compared to the volume it provides.
I think the argument this article makes though is that generative AI isn't generating enough value to justify the sky high valuations and investment. Sure, if all of these services disappeared overnight, the remaining users could self host or run a model locally. I feel like that speaks to the lack of value any one company provides though?
Maybe this era of AI will be remembered as a wealth transfer from VCs back to everyday consumers lol
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