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▲ cyanydeez 4 hours ago

yes, but how many succeed without any kind of moat or having destroyed the existing companies?

I'm still running local LLMs and finding perfectly acceptable code gen.

▲aurareturn 2 hours ago | parent | next [-]

No moat --> It's basically OpenAI, Google, and Anthropic left at the SOTA. Maybe soon, we'll have 2 left.

▲lelanthran an hour ago | parent [-]

> No moat --> It's basically OpenAI, Google, and Anthropic left at the SOTA. Maybe soon, we'll have 2 left.

Yeah, but do we even need them? Non-SOTA is still pretty damn good; remember last year, pre-SOTA? How many people were boasting 10x - 100x productivity increases using the end-2025 models?

So the non-sota models support doing 10 hours of work in 1 hour. Many people would be fine with that. Fine enough that they aren't going to spring for a SOTA model that cuts the 10 hours to 0.5 hours, they're just going to use the cheap models to cut the 10 hours down to 1 hour.

▲operatingthetan 3 hours ago | parent | prev | next [-]

I think the situation we'll end up in is having closed models that are fast and near perfect but expensive, and a lot of cheap open-source models that are good enough for most people.

▲bornfreddy an hour ago | parent | prev [-]

Which ones, if you don't mind sharing?