Comment by Danox

They ain’t profitable yet. Most of the model maker’s will be gone soon. It’s unsustainable unless you’re Google who has other income coming in to support their hobby, and the Chinese model makers are spending a fraction to be six months behind and many of them will be there for the long-term because they have backup support (government) who is in the race for the long-term.

One other thing that’s working against the model makers is the hardware is getting better and the models are getting smaller and more capable. I don’t think we’re going back to the mainframe days. Local will be the endgame.

Is Ed right? Probably because in the end it’s unsustainable the companies left will be the companies that have income coming from somewhere else and there’s one large tech company that isn’t even participating in the boondoggle unless you count $1 billion dollars a year as participating ultimately there is no moat in AI model making.

Nvidia and Microsoft trying to introduce another Arm processor in a laptop of all things won’t change the tide either.