I think right now it should definitely be a race to profitability, because revenue will not save you from unsustainable finances, no matter how large the values are.
I think OpenAI is currently far enough ahead that they could just cut training and R&D for a while (maybe even 1-2 years) and rake in some money before they'd need to start again, but if a smaller company finds a way to keep doing R&D while also being profitable, it doesn't matter if they're a little behind in quality, they will win in the long term.
I think OpenAI is currently far enough ahead that they could just cut training and R&D for a while (maybe even 1-2 years) and rake in some money before they'd need to start again, but if a smaller company finds a way to keep doing R&D while also being profitable, it doesn't matter if they're a little behind in quality, they will win in the long term.