The problem with AI is that, this time, nobody was caught off guard. From small startups to tech giants, everyone bet heavily on it. There are very good open-weight Chinese models, and even a French miracle. There is no winner-take-all.
So models are already a commodity, and will remain one for years. Companies must balance capex with very long payback periods against strict austerity everywhere else.
So models are already a commodity, and will remain one for years. Companies must balance capex with very long payback periods against strict austerity everywhere else.
Good news for customers, BTW.