>As a decent first-order metric - follow the ratio of companies getting money for using LLMs to do something, to companies getting money for providing LLMs and

>As a decent first-order metric - follow the ratio of companies getting money for using LLMs to do something, to companies getting money for providing LLMs and associated tooling to others. The bigger that ratio gets, the more real world impact LLMs are having. This is a bad measure because the cost to specialize an LLM for a particular domain is so low, and the initial investment required to have the infrastructure so high, that it's going to lead to a radical centralization of technology. You will have maybe 5 companies crunching the entire world's data globally.