It might become a triple-whammy benefit for them. More efficient compute, as you said, but also a bot capability creates a better moat around their infra ecosystem and the amount of training data that can come from a bot ecosystem is significant.
Models are becoming increasingly interchangeable but setting up and maintaining (!!) the ecosystem still takes expertise. Not everyone wants to host their own MicroVM infra and would happily pay Anthropic/Grok/OpenAI to do it for them.
Models are becoming increasingly interchangeable but setting up and maintaining (!!) the ecosystem still takes expertise. Not everyone wants to host their own MicroVM infra and would happily pay Anthropic/Grok/OpenAI to do it for them.