The response to Jev should be the nail in the coffin over whether or not the AI business is a commodity market.
Out of no where Jev appeared as the next round of the price wars. Jev showed the value of System One models. A fast yes/no/confidence score not only is cheaper but also often all people want. Open source versions flood hugging face and now the big players are giving up a potentially big driver of output tokens to keep customers and race to the bottom price wise.
If I were OpenAI or Anthropic I’d be racing to make their products as sticky as possible bc ppl will flock to what’s cheapest otherwise.
Out of no where Jev appeared as the next round of the price wars. Jev showed the value of System One models. A fast yes/no/confidence score not only is cheaper but also often all people want. Open source versions flood hugging face and now the big players are giving up a potentially big driver of output tokens to keep customers and race to the bottom price wise.
If I were OpenAI or Anthropic I’d be racing to make their products as sticky as possible bc ppl will flock to what’s cheapest otherwise.