3 ms·
That, and: - Every competitor is planning for the demand to be much higher in a few years than it is now, and aiming to capture as much of that as they can, wh
by rafram 5mo ago
That, and:
- Every competitor is planning for the demand to be much higher in a few years than it is now, and aiming to capture as much of that as they can, which starts by getting companies hooked on their models now
- The data center capacity will get used no matter who captures the most demand
- croon 5mo agoI can somewhat understand companies getting users depentant on their harnesses or workflow, but model vendors as in this deepseek case, I have absolutely 0 model loyalty when it's a simple config change away, and will always optimize for either capability or price (or whatever !/$ metric you can determine).