[SecretDreams]

I agree with all of this.

So my question remains the same: How are the players investing 100s of billions in buildout going to hope to make this back? Market capture looks bleak, inference looks like a race to the bottom. End users look like they could be beneficiaries. Where do the big boys go?

[CuriouslyC]

The American big boys are hoping to create "labor as a service" rather than sell tools. You don't hire an accountant that uses Claude, you hire Claude and it just does everything, without the visibility of current agents. They'll need to make it remote and obfuscated to protect their secret sauce from distillation and reverse engineering. It'll be really expensive, and be focused on enabling rich business types and upper managers.