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by piokoch 3 days ago
#3 Trillion, or even more, will be achievable. We are at the very beginning of the monetization of AI. It all started with the free Chat GPT, and a few others. Now the standard is $20 a month if you are not using AI tools too much and you don't need anything fancier. Otherwise you need to pay more, like $200 a month.

Unless you are not company and you don't have some "enterprise deal". And you need an enterprise deal, as 1) it guarantees that your (and your customers) data will not be sold to someone else 2) you are scared that your competitor will have such deal and become much more productive.

This is what we have now. What will be the future?

Well, soon, if you want something like financial advice or medical advice or job search/CV polishing you will be told, that your $20/$200 is not covering that, you need to purchase additional model to have that. Will you do that? It depends how much you are desperate to get medical advice or find a job.

Anthropic Mythos is an example. Soon, if you are programmer and you will ask AI Agent to spot a bugs, AI Agent will tell you that you need to buy extra model for this. Same with performance analysis, same with the design using tool X, Y or Z.

This is pretty scary, as it will put our well-being, productivity in the hands of few corps. It will be event worst that Google Search monopoly we used to have (until AI chats broke this, replacing Google Monopoly with a few other vendors monopoly).

Can this be prevented? Surely. Hopefully we will have capable open models and consumer-level hardware will catch up. But I think this is the place where governments should step in, invest into alternative models which will be at least comparable with flagships.

Chinese models shows that this is doable, DeepSeek is worst than Chat GPT/Claude/Gemini, but not that much and is clearly better than Grok (which is a huge disappointment for me). I guess India would join this game (especially with nationalist like Modi as the leader).

Europe could join this game, the problem is it kills its capabilities with high energy prices and inability to come out with some reasonable, well financed solution. So the only thing EU was able to come up with is some set of regulations that are blocking fast AI development in Europe...

There is French Mistral, but it is French, it is under-financed, it is only-French, as France would not like to lose control over it.

Germany have totally different strategy, they invest into manufacturing oriented AI, what makes a lot of sense, but does not help with the dangers we are facing.

The rest of the Europe is just too poor to spend billions on AI.

There is still time to buckle up for Europe, but given the course of events, stupidity of Brussels elites who does not see the storm coming I am not optimistic.

2 comments

The only thing you’re neglecting is that personal computers will be able to run “good enough” open source models locally within 3 years. Can already run it today.
Extremely sorry for this unrelated rant. Got triggered by the keyword "Modi".

Quoting Modi is a joke which one cannot even remotely relate w.r.t to AI and don't even feel sorry for saying that since that man blabbers on every stage about non-sensical / non-existent stuff! Watching his videos is the best timepass one can have!

Having said that, the infra and mindset is definitely not there in India to even remotely to innovate or compete in AI race!

Academia is a huge BS where every other person is a backstabber!

A lot of talent is there for sure, but all wants to work for some company or another since there is absolutely zero support for entrepreneurs . No real innovation.

All copy cats as they have proven with mobile and robotics. Just copying or masking Chinese products with the local brand names and reselling. That's all they are good at and that's the irony.

So far, nothing has come from that country which is a real innovation or ground breaking. The day it happens probably one can consider that they are good.

But otherwise, they are good at selling / reselling and scamming the world and nothing else! They cannot produce anything or whatever they produce is taken control by a handful of big corporates from the western region. That's a narcistic corporate monopoly!

Extremely bad tax structure, endless corruption and useless and unqualified ministers occupying worst portfolios, people are really struggling to survive!

Where will they innovate or compete in the global AI race?

Everyone at every level just want to scam and make money to surive that's all!

Period.