Comment by LaurensBER
18 hours ago
All AI companies are valued as if they'll win the AI race. Problem is, only one can win *
* That is, if a lab like Deepseek doesn't release a "good enough" model for the cost of electricity + a thin margin. Then all AI company lose and all consumers win.
What does it even mean to "win the AI race" ?
Right now there are many providers providing different tradeoffs, for different usages.
Would "winning" mean releasing an all-purpose better model that will outperform every other companies for all kind of tasks ? Something like AGI but cost effective ?
Or is it winning the consumer-side AI race ? Like making a kind of "super personal AI assistant" the likes you would see in movies and TVs ?
I'm not arguing, I am just struggling to understand what it usually means when somebody says that, it's not like competitors will go bankrupt the second OpenAI/Anthropic/Whatever does something specific.
I think "winning" means being able to live up to their valuations. The market is not big enough for all of these companies to be worth as much as they claim. In that sense they must "win" or experience massive downward adjustment in their values.
So “winning” could mean everyone experiences massive downward adjustment, but your valuation is still highest?
1 reply →
People believe that it will be a market with very few winners.
>What does it even mean to "win the AI race" ?
Creating a world-ruling AGI which feels mild sympathy for its creators, sharing some table scraps with them. Not sure if /s...