> All the innovation is coming "top-down" from very well funded companies - many of them tech incumbents
The model leaders here are OpenAI and Anthropic, two new companies. In the programming space, the next leaders are Qwen and DeepSeek. The one incumbent is Google who trails all four for my workloads.
In the DevTools space, a new startup, Cursor, has muscled in on Microsoft's space.
This is all capital heavy, yes, because models are capital heavy to build. But the Innovator's Dilemma persists. Startups lead the way.
The model leaders here are OpenAI and Anthropic, two new companies. In the programming space, the next leaders are Qwen and DeepSeek. The one incumbent is Google who trails all four for my workloads.
In the DevTools space, a new startup, Cursor, has muscled in on Microsoft's space.
This is all capital heavy, yes, because models are capital heavy to build. But the Innovator's Dilemma persists. Startups lead the way.