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Only if training new models leads to better models. If the newly trained models are just a bit cheaper but not better most users wont switch. Then the entrenche
by HDThoreaun 9mo ago
Only if training new models leads to better models. If the newly trained models are just a bit cheaper but not better most users wont switch. Then the entrenched labs can stop training so much and focus on profitable inference
- kuschku 9mo agoIf they really have 40-60% gross margins, as training costs go down, the newly trained models could offer the same product at half the price.
- HDThoreaun 9mo agoWell thats why the labs are building these app level products like claude code/codex to lock their users in. Most of the money here is in business subscriptions I think, how much savings would be required for businesses to switch to products that arent better, just cheaper?
- kuschku 9mo agoI think the real lock-in is in "CLAUDE.md" and similar rulesets, which are heavily AI specific.
- yencabulator 9mo agoWhy would they be heavily "AI specific", when we're being told these things are approaching AGI and can just read arbitrary work documents?
- bombolo 9mo ago[dead]