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Comment by parodysbird

6 hours ago

This is a great recipe for going out of business.

If the competitive risk is real, then are choosing between supplier risk (AI model access) and competitive risk.

When there isn't a zero-risk option, the question becomes which risk is smaller.

  • > If the competitive risk is real

    Yes.

    If.

    Man I hope this tech FOMO eventually stops.

    Companies generally fail because either their product doesn't meet a market need, or the market doesn't exist in the first place (possible because of bad timing), and not because they simply outran their competitors.

    These aren't things fixed by using a frontier model to vibe code faster in lieu of one 5 months behind.

  • You can compete by being smart and using less-than-sota models and build a more solid business around them

Any competitive business will accept this risk if it gives them any type of edge no matter the duration of that edge. This is no different that using an exotic raw material.

  • Eh, this isn’t really how businesses operate. How many businesses refuse to give devs large-spec machines? That’s very clear positive ROI.

    I think it’s excessively charitable to assume businesses are uber-competent ROI-chasers. The expense people are eventually going to win on AI too, this blip of unrestricted AI budgets will be gone soon.