Comment by aurareturn
7 hours ago
Impressive doesn't mean sustainable.
We're also seeing behemoths like Google and Meta both fail to keep up with OpenAI and Anthropic. Microsoft has given up on SOTA training. Loads of once promising LLM training companies are no longer relevant at the SOTA stage such as Cohere, Mistral.
I've said this countless times but SOTA LLM market looks like a classic monopoly/duopoly market over time. Each generation requires magnitudes more resources to train and you can only compete if you've made enough money on your previous generation.
On the contrary, small efficient models using recent improvements should be more sustainable than huge frontier models that require billions and years to train
Small efficient models are commodities.
"Impressive doesn't mean sustainable."
The frontier labs at the current rate are also not sustainable.
You make some incredibly stupid assumptions - like assuming revenue growth rate of Anthropic and OAI will continue on.
Elon-Musk type stuff. lmfao.
Why is it not sustainable when Anthropic has already had a profitable quarter?
It's pretty easy to use accounting wizardry to have one profitable quarter.
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