Comment by nharada
6 hours ago
The "intelligence API" layer seems like a pretty rough business to be in. The smarter the models the more they're commodities (since they can use any harness or scaffolding) resulting in a race to the bottom on pricing. And then each new better model requires double the cost of the previous one.
I'm surprised there's not a bigger push into better and useful memory, since that would result in actual lock-in.
What is wrong with being a commodity, or a utility? Oil companies do just fine. So do electricity companies. Why does everyone have to seek world domination instead of building a good business. My point is by cannibalizing their clients they risk not being trusted by anyone. But Microsoft did the same thing and created a durable monopoly because Republicans abandoned anti trust enforcement and that seems likely here.