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That’s an argument, but I don’t buy it. Models are a commodity. You don’t get VC valuations and returns from raising $5B for a grain startup. The application o
by brookst 4y ago
That’s an argument, but I don’t buy it. Models are a commodity. You don’t get VC valuations and returns from raising $5B for a grain startup.
The application of AI to business problems will be lucrative, but the models are just a tool and the money will come from the domain-specific data (i.e. user and business data), which Microsoft, Google, and even Meta are positioned for. Having a slightly better model but no customer data or domain expertise doesn’t seem like a great recipe.
Then again it’s AI, so there’s more uncertainty than the commodity market. Maybe Anthropic will surprise and I’ll be as wrong about this as I was about OS/2 being the future. But I’m very skeptical.
- jerrre 4y agoI don't think the grain market is growing as fast as the AI market
- aunty_helen 4y agoDon’t confuse the ai market with the foundational llm model market. Think of LLMs as the understanding component in the brain, once you can understand instructions and what actions need to happen from those instruction you’re done. The rest is integrations, the arms legs and eyes of langchain. Then memory and knowledge from semantic search, vector databases and input token limits.
- ukuina 4y agoThis is the real answer. The LLM is but the core of the entire ecosystem. Just like how MLOps is 99% of the work, choosing an LLM is 1% of the effort in the final product.