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I can't see how niche LLM providers beat Hyperscalers (Google and Microsoft) in quality or cost. Claude is popular, but I bet a double-digit percent of customer
by xnx 1y ago
I can't see how niche LLM providers beat Hyperscalers (Google and Microsoft) in quality or cost. Claude is popular, but I bet a double-digit percent of customers would drop it if they tried Gemini.
- seatac76 1y agoI could see Amazon trying to acquire Anthropic for $50B+ at some point in the future.
- VirusNewbie 1y agoHow is Microsoft even in the conversation? They weren't able to develop their own foundational models despite trying. They certainly wish they had full control rather than the frenemy relationship with OpenAI...
- xnx 1y ago> How is Microsoft even in the conversation? Who knows how things will work out, but there might be a scenario where Microsoft gets 2% more of OpenAI and controls the whole thing.
- handfuloflight 1y agoRight, the idea isn't that the hyperscaler is incapable of developing the foundational models, its the foundational model developer incapable of continuing to afford to provide the foundational models.
- hadlock 1y agoBased on statements from their CFO, major personnel shake up in upper management, and other things, It sounds like they rebooted their AI initiative at the end of Q1 and they are in ramp-up mode now.