I think the winning strategy is making a small model that's good enough to embed in search, etc, at no cost. Google has the best small models. But whoever wins

I think the winning strategy is making a small model that's good enough to embed in search, etc, at no cost. Google has the best small models. But whoever wins this will be whoever makes a more efficient computing substrate for LLM inference, like running a transformer with lenses or something like that. Winning strategy there is acquisition.