Comment by mrandish

> would be like an expensive Bloomberg Terminal or an investment letter that offers valuable and expensive intelligence.

Whether it's Anthropic or not, I think it's inevitable some highly specialized offerings will emerge. I suspect there are already some incredibly sophisticated, hyper-narrow, astronomically expensive models being created for private in-house use.

As an imaginary example, I wouldn't be shocked if some company like Jane Street is secretly investing a billion dollars to create the highly specialized synthetic RLVR data needed to train an AI that gives them an average .08% edge on a certain kind of commodity, equity or asset trade. If so, it's not a leap to imagine another company spending $100M on a model that gives a .008% edge and selling access to 100 high-volume institutional traders for $2M each.

Expanding general purpose LLMs to incorporate increasingly specific use cases has, so far, seemed to be economically viable but I don't see a fundamental reason that must remain true for incredibly narrow yet ultra high-value domains requiring monumental bespoke development, data, etc to profitably exploit.