2 ms·
I get the sense that the value prop of LLMs should first be cut into two categories: coding assistant, and everything else. LLMs as coding assistants seem to b
by plaidfuji 2y ago
I get the sense that the value prop of LLMs should first be cut into two categories: coding assistant, and everything else.
LLMs as coding assistants seem to be great. Let’s say that every working programmer will need an account and will pay $10/month (or their employer will).. what’s a fair comp for valuation? GitHub? That’s about $10Bn. Atlassian? $50Bn
The “everything else” bin is hard to pin down. There are some clear automation opportunities in legal, HR/hiring, customer service, and a few other fields - things that feel like $1-$10Bn opportunities.
Sure, the costs are atrocious, but what’s the revenue story?
- dartos 2y ago> I get the sense that the value prop of LLMs should first be cut into two categories: coding assistant, and everything else. Replace coding assistant with artists and you have the vibe of AI 2 years ago. The issue is that these models are easy to make (if expensive) so the open source community (of which many, maybe most, are programmers themselves) will likely eat up any performance moat given enough time. This story already played out with AI art. Nothing beats SD and comfyUI if you really need high quality and control.