Comment by dofm

I don’t know. But if you assume that the AI companies have an enterprise subscription product available to any given market sector then given their desperate need for money they will sell it to anyone and everyone. So it becomes a widely used standard feature. Having access to it doesn’t give you an edge; it puts you on the same surface as everyone else.

It’s like being an algorithmic betting exchange gambler; being the first with access to some new stream of information may give you a very temporary advantage but once everyone has access to it, the market prices it in.

If you want an advantage you have to seek it out elsewhere.

It might be in the harness or tooling, but if your cloud LLM can write it quickly for you, it’s the same for your competitors; their cloud LLM can write it for them.

The idea that using a cloud LLM is an edge — an advantage — doesn’t stand up well to scrutiny.

The only edges left will be human.