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risyachka 6 hours ago

Yeah its a race to the bottom as ai can vibe code any infra now

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vishnukool 6 hours ago | parent [-]

hahaha, I think it's the same thing as what's happening with LLMs and token cost.

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bitlad 6 hours ago | parent [-]

Bruh, that's lack of understanding and insight as well as naivety. It is not a race to the bottom. LLM is the winner-takes-all market. Competitors are pricing against each other to come out on top.

Once there is a winner, there will be a price correction.

In your case, positioning yourself as a cheap provider is inherently a bad idea.

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jpadkins 6 hours ago | parent | next [-]

> Once there is a winner, there will be a price correction.

Only if there is some form of lock in or the others go out of business. Both of those are low probability. I'd put a friendly wager on the (lack of) increase of token costs in the next 2 years.

	▲	bitlad 2 hours ago \| parent [-]
		It is the first one that everyone in the space is hoping for. When I say "winner takes it all," I am talking from a company's perspective. It is going to be cola vs. Pepsi. Either company chooses cola or Pepsi as their vendor and not both. I believe there will be a duopoly in the models.

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vishnukool 5 hours ago | parent | prev [-]

This hasn't happened in the sandbox space though. For example Modal was early to it, and yet you see Daytona, E2b and many others doing quite well.

The switching cost is not trivial unlike LLMs