Comment by thorum
2 days ago
AI labs are not charities and there is no way to make money offering unlimited access to SOTA LLMs. Even as costs drop, that will continue to be true for the best models in 2027, 2028 etc. - as demonstrated by the fact that CPU time still costs money. The current offerings are propped up by a VC bubble and not sustainable.
I agree but that is not the issue. See the really "large" models are great at a few things but they are not needed for daily tasks, including most coding tasks. Claude Code itself uses Haiku for a lot of tasks.
The non-SOTA companies will eat more of this pie and squeeze more value out of the SOTA companies.