[Tuna-Fish]

Alternatively, latecomers will make use of newly cheaply available compute (from the firesales of failing companies) to produce models that match their quality, while having to invest only a fraction of what the first wave had to, allowing them to push the price below the cost floor of the first wave and making them go under.

[mattgreenrocks]

Yup. The big AI companies are scared to death of LLMs being seen as commodities. But in the long term, they are.

See also: the big deepseek smear campaign.