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>Transformative maybe, but valuation shouldn't be about transformative, it should be about profitable. My assumption is that LLMs would be ubiquitous right now
by aurareturn 3y ago
>Transformative maybe, but valuation shouldn't be about transformative, it should be about profitable.
My assumption is that LLMs would be ubiquitous right now, just GPT4, not even GPT5, if inference cost is low enough.
Therefore, I expect the market for LLMs to expand exponentially in the future once inference cost is solved.
- ChatGTP 3y agoexponentially
- boxed 3y agoOk.. and? Why would that translate to these kinds of valuations? The open source models seem pretty close behind. Close enough to wipe out a huge chunk of any potential valuation at the very least.
- aurareturn 3y ago>Ok.. and? Why would that translate to these kinds of valuations? I don't know. No one knows. It's just a thought. They could be on the verge of GPT5 and will continue to dominate for years to come? They have developed an extremely cost effective LLM delivery platform that open source can't compete against? They have a huge backlog of customers that they can't serve yet because of AI chip shortage?
- boxed 3y agoWell that's pretty much the definition of a bubble right there.