[lumost]

My 2 cents, this is like the early days of PCs or the internet. It's obvious to all that there is immense value, but it's unclear where that value is going to stick. Compaq ended up going bust after figuring out how to get around IBM bios licensing.

In hindsight, the advent of pc, mobile, and the internet were economically transformative. However PC vendors generally faired poorly, Mobile was dominated by a small number of behemoths - and the internet is dominated by giant consumer tech firms and a dizzying array of B2B firms.

It's pretty tough to pick out the winners today, I thought consumer plays were fools errands up until the phi-1.5/WebLLM papers. Now it's looking like we'll have GPT-3.5 like behavior in the browser, on common consumer hardware by year end.