It's not even clear that the "frontier AI lab" is going to be the best, most profitable business model to evolve out of this tech. Especially if models are easy to distill, a new lab can start on 3rd base, and China open weights aren't far behind.
The winning business model may be 1 or 2 abstractions removed from "build a really good LLM model", and yet to be revealed in the marketplace.
The winning business model may be 1 or 2 abstractions removed from "build a really good LLM model", and yet to be revealed in the marketplace.