> Ultimately the value will be in the data.
And the compute.
Anthropic, Google, OpenAI, Meta, xAI(whatever is it called these days) are sitting on mountains of compute.
Yes, local and open-weight models will continue improving, and they'll be good enough for an increasing number of tasks. But there's a difference between making yesterday's capabilities cheap and pushing the frontier forward.
The most capable models will likely continue to demand enormous compute resources, both for training and inference.
And the pricing is already there - we're charged for token usage, not model access. Draft an email, summarize a paper - basically free. But the "big stuff" will require Frontier-models with Frontier-level of compute.
OpenAI spent something like tens of millions on "solving" a Millenium Prize math model. And there will always be another problem worth throwing massive amounts of compute at, whether it's mathematics, scientific discovery, engineering, etc.
And the compute.
Anthropic, Google, OpenAI, Meta, xAI(whatever is it called these days) are sitting on mountains of compute.
Yes, local and open-weight models will continue improving, and they'll be good enough for an increasing number of tasks. But there's a difference between making yesterday's capabilities cheap and pushing the frontier forward.
The most capable models will likely continue to demand enormous compute resources, both for training and inference.
And the pricing is already there - we're charged for token usage, not model access. Draft an email, summarize a paper - basically free. But the "big stuff" will require Frontier-models with Frontier-level of compute.
OpenAI spent something like tens of millions on "solving" a Millenium Prize math model. And there will always be another problem worth throwing massive amounts of compute at, whether it's mathematics, scientific discovery, engineering, etc.