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.
No moat --> It's basically OpenAI, Google, and Anthropic left at the SOTA. Maybe soon, we'll have 2 left.
Which ones, if you don't mind sharing?
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.