Comment by fttt
16 hours ago
Yup they have a cost advantage.
They just need to be good enough and just copy.
Sorry american labs - it’s the beginning of the end.
16 hours ago
Yup they have a cost advantage.
They just need to be good enough and just copy.
Sorry american labs - it’s the beginning of the end.
American labs will do fine with monthly subscriptions costing $20-300/month. They will not do fine for heavy basic LLM API calls -- it is for this that the cheap API produces substantial savings. Specialized niche provisions, e.g. excellent tool use, reliable structured output, reliable long context, cached and uncached web search, document reads, computer use, integrations, etc. also will take time for the foreign services to be good at.
you are not a trillion company if you just get 20$ a month. if that's the case, the valuation will drop 10x