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I don’t think you can really compare that. The streaming service market is not elastic because you cannot easily interchange one series for another. If other v
by 0x008 3y ago
I don’t think you can really compare that. The streaming service market is not elastic because you cannot easily interchange one series for another.
If other vendors LLMs become good enough it will actually be easily to interchange and then the race for the best UX and integration will be upon us (which the other commenter alluded to).
- NikolaNovak 3y agoI think it's a circular argument. "if other llms are good enough" assumes that in principle they have same opportunities, access to same data, or content. My fear is precisely that this assumption may be taken away - I. E. That news paper publishers or encyclopedia owners or big websites (stack overflow, web Md, etc) will enter into arrangement with specific llm companies - just like Netflix Disney prime etc aren't competing on their app or price or flexibility, but on exclusive underlying content. Nobody WANTS to subscribe to Paramount+ or cbs access... But if they hold enough material hostage some people will 'have to'. I can see a future, not far off, where different llm organizations selling feature is not how good their technology is - to your and overvodys point, THAT moat is likely to even out - but what underlying training data they have legal access to.