Love when someone that actually knows their stuff does a deep breakdown like this. Super useful I wonder though if all it matters is the last punchline. The pr

Love when someone that actually knows their stuff does a deep breakdown like this. Super useful I wonder though if all it matters is the last punchline. The profit margin vs competitors. If llms truly get commoditized and do not benefit from economy of scale(like infra/aws) because they would be run in house, then would all companies that use them be in a nash equilibrium? Like everyone has access to the same stuff, same reasoning, same benefits. The only people who will really win in enterprise are consultants that find the best way to leverage and implement agents, not the model makers themselves. And of course data will still be king