Regardless of the promise of the underlying technology, I do wonder about the long-term viability of companies like OpenAI and Anthropic. Not only are they quite beholden to companies like Nvidia or Google for hardware, but LLM tech as it stands right now will turn into a commodity.
It's why Amodei has spoken in favor of stricter export controls and Altman has pushed for regulation. They have no moat.
I'm thankful for the various open-weighted Chinese models out there. They've kept good pace with flagship models, and they're integral to avoiding a future where 1-2 companies own the future of knowledge labor. America's obsession with the shareholder in lieu of any other social consideration is ugly.
It's why Amodei has spoken in favor of stricter export controls and Altman has pushed for regulation. They have no moat.
I'm thankful for the various open-weighted Chinese models out there. They've kept good pace with flagship models, and they're integral to avoiding a future where 1-2 companies own the future of knowledge labor. America's obsession with the shareholder in lieu of any other social consideration is ugly.