> But AGI will require "more technologies than the current LLM path," Krisha said. He proposed fusing hard knowledge with LLMs as a possible future path.
And then what? These always read a little like the underpants gnomes business model (1. Collect underpants, 2. ???, 3. Profit). It seems to me that the AGI business models require one company has exclusive access to an AGI model. The reality is that it will likely spread rapidly and broadly.
If AGI is everywhere, what's step 2? It seems like everything AGI generated will have a value of near zero.
Inference has significant marginal cost so AGI's profit margins might get competed down but it won't be free.
AGI has value in automation and optimisation which increase profit margins.When AGI is everywhere, then the game is who has the smartest agi, who can offer it cheapest, who can specialise it for my niche etc. Also in this context agi need to run somewhere and IBM stands to benefit from running other peoples models.