Comment by hansmayer
5 days ago
It seems at this point, everyone and their mother, i.e. "We", are building the "tools" for which "we" mostly hope that the VC money will materialise. Use-cases are not important - if OpenAI can essentially work with Monopolly money, whey can´t "we" do it too?
Because "we" are just wrappers around OpenAI's model.
> if OpenAI can essentially work with Monopolly money, whey can´t "we" do it too?
The answer is, in case anyone wonders: because OpenAI is providing a general purpose tool that has potential to subsume most of the software industry; "We" are merely setting up toll gates around what will ultimately become a bunch of tools for LLM, and trying to pass it off as a "product".
For the huge amounts of capital already burnt, and another 1T in CapEX RPO being announced last few weeks and months, isnt that too many of "potentially" and "ultimately" unspecific qualifiers you are throwing around here? Reminds a lot of Sam Altmans classic lines of unspecific statements like "Codex is so good" or "I can only imagine how good it will get" by the end of 202x (insert year of the decade according to your own preference). After 10+ years of OpenAI and 4+ years of ChatGPT, why is the potential not materialising ?
We are in an era of solutions being invented and developed at a rapid pace. The identification or invention of problems that they are good at solving has a much slower lifecycle.
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Counter argument just to play devil’s advocate. Is that forming LLMs into useful shapes could become the game. If it turns out to be impossible to build a real moat around making LLMs - like maybe China or just anyone will ultimately be able to run them locally / cheaply, then the game of spending a billion dollars training one is much more risky