Comment by zurfer
14 hours ago
What's the advantage for cognition?
I would think it's the opposite as a more competitive frontier for llms makes the labs shed some margins and enable a broader ecosystem.
14 hours ago
What's the advantage for cognition?
I would think it's the opposite as a more competitive frontier for llms makes the labs shed some margins and enable a broader ecosystem.
Yes, that is true, you might be right. But I think such, because the moat in their wrapper layer feels very thin and does not make sense in a world full of 20+ wrappers around similar models. It feels better to "only" have to deal with Ant/OAI (and other pure wrapper cos). Competing vs. Google, Meta, and every Chinese lab on earth, every one using their own bespoke wrappers, is much scarier.
Additionally: competitive frontier = more commodified = high valuations under more scrutiny.