Eh, if this is true then IBM and Intel would still be the kings of the hill. Plenty of companies came from the bottom up out of nothing during the 90s and 2000s to build multi-billion dollar companies that are still dominate the market today. Many of those companies struggled for investment and grew over a long timeframe.

The argument is something like that is not really possible anymore given the absurd upfront investments we're seeing existing AI companies need in order to further their offerings.

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dpe82 2 days ago | parent | next [-]

Anthropic has existed for a grand total of 4 years.

But yes, there was a window of opportunity when it was possible to do cutting-edge work without billions of investment. That window of opportunity is now past, at least for LLMs. Many new technologies follow a similar pattern.

	▲	falcor84 2 days ago \| parent [-]
		What about deepseek r1? That was earlier this year - how do you know that there won't be more "deepseek moments" in the coming years?

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3uler 2 days ago | parent | prev [-]

Intel was king of the hill until 2018.

	▲	BobbyTables2 2 days ago \| parent [-]
		“Bobby, some things are like a tire fire: trying to put it out only makes it worse. You just gotta grab a beer and let it burn.” – Hank Rutherford Hill