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Comment by cyanydeez

10 hours ago

yes, but how many succeed without any kind of moat or having destroyed the existing companies?

I'm still running local LLMs and finding perfectly acceptable code gen.

4 comments

cyanydeez

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operatingthetan  8 hours ago

I think the situation we'll end up in is having closed models that are fast and near perfect but expensive, and a lot of cheap open-source models that are good enough for most people.

aurareturn  7 hours ago

No moat --> It's basically OpenAI, Google, and Anthropic left at the SOTA. Maybe soon, we'll have 2 left.

  • lelanthran  7 hours ago

    > No moat --> It's basically OpenAI, Google, and Anthropic left at the SOTA. Maybe soon, we'll have 2 left.

    Yeah, but do we even need them? Non-SOTA is still pretty damn good; remember last year, pre-SOTA? How many people were boasting 10x - 100x productivity increases using the end-2025 models?

    So the non-sota models support doing 10 hours of work in 1 hour. Many people would be fine with that. Fine enough that they aren't going to spring for a SOTA model that cuts the 10 hours to 0.5 hours, they're just going to use the cheap models to cut the 10 hours down to 1 hour.