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Those AI wrappers are going to survive longer than the AI providers as their moat got commoditized.

• atleastoptimal 6mo ago
  How would the AI wrapper companies survive without the companies they wrap around? Many people have claimed open source models, but most open source models are as good as they are due to factors dependent on the frontier labs, including 1. Access to closed source model outputs for distillation, 2. A capital-rich environment which would allow a company to justify spending millions to billions training a model they release for free 3. Research driven by frontier labs (yes I know frontier labs often don't open source their research, but it's an open secret that many of the research breakthroughs leak soon after they're made.
  • brazukadev 6mo ago
    > How would the AI wrapper companies survive without the companies they wrap around? Running their own models in another place or using way cheaper APIs? There are so many more sustainable alternatives to OpenAI and Anthropic API. They going out of business won't make LLMs go away.
    • atleastoptimal 6mo ago
      >They going out of business won't make LLMs go away. Frontier labs push the state of the art in LLMs. Based on my three points the favorable environment, on many levels, that open source has depends on them. The frontier labs exist because there is huge leverage to being at the frontier, and getting there is an extremely capital-intensive process. Saying that wrapper companies will be able to exist in the same favorable circumstances if OpenAI/Anthropic were to go away is like saying that car dealerships would continue along just fine if car factories were to go away.