> It is my conviction that in this space, if you're not the best in the world, you're losing

I disagree on that point. Models are getting good enough that you can switch them and barely notice. I'm switching between Opus, GPT Codex and GLM 5.3 for coding and I can barely tell the difference.

I think they'll become more like telcos than anything, selling a commodity. It's even truer when any provider can host open weight models like GLM-5.3.

Basically a world with dozens of Baseten, with AI labs having a hard time monetizing, just like editors of open source software.

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user43928 an hour ago | parent [-]

I can tell the difference between the SOTA and GLM 5.3, and paying a few hundred for the better models is definitely worth it.

Mistral does not offer a model that makes sense to use. I understand they now host the already outdated GLM 5.2, courtesy of China providing the weights. And Mistral offers this for 2x-3x the price of other providers.

This is supposed to be a success story?

	▲	eloisant 11 minutes ago \| parent [-]
		I'm sure you can tell the difference. But for the vast majority of usage GLM 5.3 or Deepseek V4 is enough. Even people who do need frontier model will soon restrict it to the use cases that really need it and switch to cheaper models for the rest. It has already started. Anthropic and OpenAI will never get enough customers paying top dollar to deliver on the revenue they need to offset their investments.