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A lot of tech industries, such as operating systems, search, and social media, benefit greatly from network effects. The rule of thumb is there is a major winne

A lot of tech industries, such as operating systems, search, and social media, benefit greatly from network effects. The rule of thumb is there is a major winner, an also-ran second place, and everybody else. Again, it's a rule of thumb, not a hard and fast rule. Sometimes this is driven by data (like search), and sometimes it's not (like operating systems). I think it remains to be seen if AI is one of those industries that benefits from network effects or not. A related question is: Are AI models platforms, or are they applications? If they're platforms, they'll benefit from more users and more data. If they're applications, there will be very different market economics in play. IMHO, they're applications.

zirgs 3y ago
Stable Diffusion is a platform. It now has a huge community that makes custom models for it.
to11mtm 3y ago
> IMHO, they're applications. IMHO, it's hazy. I finally built a new PC [0] with the intention of actually playing with AI stuff instead of just shitposting about the dumb things AI Chatbots do. As another commenter responded, Stable Diffusion strikes me as a platform. I feel like OpenAI is trying to position themselves as a 'platform', and ChatGPT is like versions of windows...almost [1] LLaMA is amazingly ambiguous; frankly at the moment it is, to me[2], at least the easiest to 'hack'; I will say that LLaMA models feel more like 'applications' but there is still an overall 'platform'. > I think it remains to be seen if AI is one of those industries that benefits from network effects or not. I think it can. Aside from the aforementioned Stable Diffusion (and also speaking from experience with it,) having a 'cookbook' is handy to get started. Network effects are huge in that regard. [0] - 10 years since my last fresh build, 5+ years since my last true upgrade. [1] - It is worth noting people complaining about things 'breaking' when new models get released

zirgs 3y ago

Stable Diffusion is a platform. It now has a huge community that makes custom models for it.

to11mtm 3y ago

> IMHO, they're applications. IMHO, it's hazy. I finally built a new PC [0] with the intention of actually playing with AI stuff instead of just shitposting about the dumb things AI Chatbots do. As another commenter responded, Stable Diffusion strikes me as a platform. I feel like OpenAI is trying to position themselves as a 'platform', and ChatGPT is like versions of windows...almost [1] LLaMA is amazingly ambiguous; frankly at the moment it is, to me[2], at least the easiest to 'hack'; I will say that LLaMA models feel more like 'applications' but there is still an overall 'platform'. > I think it remains to be seen if AI is one of those industries that benefits from network effects or not. I think it can. Aside from the aforementioned Stable Diffusion (and also speaking from experience with it,) having a 'cookbook' is handy to get started. Network effects are huge in that regard. [0] - 10 years since my last fresh build, 5+ years since my last true upgrade. [1] - It is worth noting people complaining about things 'breaking' when new models get released