Comment by lbreakjai
17 days ago
From whom? OpenAI and Google? Who else has the sort of resources to train and run SOTA models at scale?
You just reduced the supply of engineers from millions to just three. If you think it was expensive before ...
17 days ago
From whom? OpenAI and Google? Who else has the sort of resources to train and run SOTA models at scale?
You just reduced the supply of engineers from millions to just three. If you think it was expensive before ...
> Who else has the sort of resources to train and run SOTA models at scale?
Google, OpenAI, Anthropic, Meta, Amazon, Reka AI, Alibaba (Qwen), 01 AI, Cohere, DeepSeek, Nvidia, Mistral, NexusFlow, Z.ai (GLM), xAI, Ai2, Princeton, Tencent, MiniMax, Moonshot (Kimi) and I've certainly missed some.
All of those organizations have trained what I'd class as a GPT-4+ level model.
> Google, OpenAI, Anthropic, Meta, Amazon, Reka AI, Alibaba (Qwen), 01 AI, Cohere, DeepSeek, Nvidia, Mistral, NexusFlow, Z.ai (GLM), xAI, Ai2, Princeton, Tencent, MiniMax, Moonshot (Kimi) and I've certainly missed some.
This is not a lot competition though. And you need to assume, that like other industries, mergers and acquisitions will happen over time which will put you in an increasingly worse position.
Kimi 2.5 is an opensource model with many providers https://openrouter.ai/moonshotai/kimi-k2.5/providers
Sure, opus and codex are significantly better. But price wise they cannot deviate too much from open models.
Especially if the open models are grounded against the digital twin.
Ah but I said "_... and running at scale_"
Of the list I gave you, at a guess:
Google, OpenAI, Anthropic, Meta, Amazon, Alibaba (Qwen), Nvidia, Mistral, xAI - and likely more of the Chinese labs but I don't know much about their size.
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A tri-opoly can still provide competitive pressure. The Chinese models aren’t terrible either. Kimi K2.5 is pretty capable, although noticeably behind Claude Opus. But its existence still helps. The existence of a better product doesn’t require you to purchase it at any price.
> The existence of a better product doesn’t require you to purchase it at any price
It does if it means someone using a better model can outpace you. Not spending as much as you can means you don't have a business anymore.
It's all meaningless, ultimately. You're not building anything for anyone if no one has a job.
Your competitor developing software a little faster doesn't guarantee their success over you. It just skews the odds slightly in their favor.
because in all of this change we can’t be bothered to imagine a world where people have money without jobs? Do you think billionaires are just going to want to stop making more money?
The best bull case for us reaching luxury gay space communism is that people not working and having near infinite capital to buy whatever they want to enjoy is the only way the billionaires get to see their pot growing forever.
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