Comment by cmiles8

Yes… and as the article says folks are still leaving some work to the big labs. But the big money is to be made at scale and those use cases don’t require OpenAI or Anthropic.

The crazy setup here is that even with that fraction of the pie these companies might be worth say $100 billion optimistically, which would be amazing in normal times. Problem is it’s a train wreck for their investors and the associated debt bubble if they can’t sustain a valuation of 1-2 trillion and the present setup does not put them on a course to that trajectory.