[nopinsight]

1. FWIW, I watched clips from several of Dario’s interviews. His expressions and body language convey sincere concerns.

2. Commoditization can be averted with access to proprietary data. This is why all of ChatGPT, Claude, and Gemini push for agents and permissions to access your private data sources now. They will not need to train on your data directly. Just adapting the models to work better with real-world, proprietary data will yield a powerful advantage over time.

Also, the current training paradigm utilizes RL much more extensively than in previous years and can help models to specialize in chosen domains.

[physix]

About 1: Indeed. The moderator remarked at the end that once the interview was over, Dario's expression sort of sagged and it felt like you could see the weight on his shoulders. But you never know if that's part of the act.

About 2: Ah, yes. So if one vendor gains sufficient momentum, their advantage may accelerate, which will be very hard to catch up with.