Comment by captainbland

The only real wild card to me is state sponsorship. Everywhere else I expect such a capital intensive tech industry to approach winner (or maybe duopoly) takes all over time.

My view is that right now, because of the willingness of corporations and other investors to swallow short term (but massive) losses on this, we're basically in AI fiscal fantasy land.

The question we should be asking is how do we get access to these local models in the first place? It's all based on the work of these hyper expensive base models as the best small models are quantisations and distills. None of this works as soon as the profit motive comes into play and companies start gatekeeping effectively, which they will.