Comment by awongh

That's true now, but long-term (maybe just a few years) it doesn't seem feasible for the status quo to continue from a financial point of view.

Spend for compute seems like it needs to increase to get the next iterations of models, and even if they IPO the money might run out before they can solidify their revenue streams.

All while Google just needs to survive long enough with their good-enough models and do it without really putting themselves in any existential financial risk.

And ideally the chinese models are also still there keeping everyone honest.

The true dystopic worst case is a Google monopoly on cutting edge AI.