[nilkn]

I think for at least the next several years at minimum we’re going to see people continuing to integrate large language models more deeply into more aspects of their workflow. Many people will become used to what’s only possible with the absolute best and will simply lose interest in second rate models. I have no doubt that at some point this process will stabilize, but we’re definitely not close to that point yet.

[ndiddy]

The problem I see is that all the current AI leaders are spending way more than their revenue in training costs to stay ahead of the open source models. As an example, in 2024 Anthropic made $908 million in revenue, but spent $5.6 billion on training. If they cut down on training costs to become profitable, it would only take a year or two before open source models outperformed Anthropic's models, essentially making them worthless. With this in mind, I don't see how it's possible for Anthropic to generate a return on investment.

[somanyphotons]

I don't see how it's possible for the open models to continue to get better without similar levels of extreme money expenditure on training hw. Someone is paying