Comment by GMoromisato
1 day ago
I think AI will be more like the smartphone revolution that Apple kicked off in 2005. Today there are two companies that provide the smartphone platform (Apple/Google), but thousands of large and small companies that build on top of it, including Uber, Snapchat, etc.
In that scenario, everyone makes money: OpenAI, Google (maybe Anthropic, maybe Meta) make money on the platform, but there are thousands of companies that sell solutions on top.
Maybe, however, LLMs get commoditized and open-source models replace OpenAI, etc. In that case, maybe only NVIDIA makes money, but there will still be thousands of companies (and founders/investors) making lots of money on AI everything.
I think there’s a gaping hole in your analogy: who in their right mind is spending $1,200 biennially to access LLMs at base, and subsequently spending several monthly subscriptions in a small amount to access particular LLM-powered “apps?”
Every use case I have for LLMs is satisfied with copilot, but even then if it costs like $5 a month to access someday, I’d just as soon not have it. Let alone the subsequent spending.