You are absolutely entitled to call it a meme but that is also their own internal reporting/panicked emails. Subscriptions are offered at a large subsidy with the benefit of more training data and adoption.
> I predict that eventually the training expenditure is going to slow down. At that point, the large commercial providers are likely hoping they can keep inference demand up, and recoup their investment.
The big labs can't do this that's their edge over open models. The stickiness is critical for them to keep up. They might try again but it's going to finish badly.
> I predict that eventually the training expenditure is going to slow down. At that point, the large commercial providers are likely hoping they can keep inference demand up, and recoup their investment.
The big labs can't do this that's their edge over open models. The stickiness is critical for them to keep up. They might try again but it's going to finish badly.