[mortsnort]

Is being a serious competitor to OpenAI a good business proposition? OpenAI burns through insane amounts of cash and it seems pretty likely that it will ultimately just be replaced by cheaper Chinese models/inference.

The real product is the agent harnesses, which to be fair can be trained specifically to work with an in-house harness, but not sure it's necessary to own the models, especially if Chinese companies are licensing theirs for fine-tuning like we see with Cursor.

[giancarlostoro]

Google is a good example of this, they aren't at the very top, but they're very competitive, and they can afford it, and it may one day pay for itself. Eventually it will be just good enough that in theory you don't need to keep chasing the #1 spot if it just works. I think that's something we all forget too easily.