[rafram]

That, and:

- Every competitor is planning for the demand to be much higher in a few years than it is now, and aiming to capture as much of that as they can, which starts by getting companies hooked on their models now

- The data center capacity will get used no matter who captures the most demand

[croon]

I can somewhat understand companies getting users depentant on their harnesses or workflow, but model vendors as in this deepseek case, I have absolutely 0 model loyalty when it's a simple config change away, and will always optimize for either capability or price (or whatever !/$ metric you can determine).

[rafram]

Depends what you’re doing. For example, Gemini is somehow still your only option if you need a model that can natively understand video and reference timestamps in its response.

[croon]

You're right, of course, but I would qualify this under "optimize for capability".