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evmakitoday at 12:13 AM3 repliesview on HN

I would love someone to play devil's advocate against this perspective:

While these tools stand to enable the democratization of productive capability in software engineering and other tasks (creating a renaissance for solopreneurs, let's say), what seems more likely to actually happen is that entrenched capital will become the only player with real access to this "knowledge as a utility" (was it Altman who called it that?).

We already see this playing out in two fronts: 1) the gradual reduction of services and 2) the DRAM market, where local-first tools (i.e., potential disruptors of the emerging "knowledge monopoly" created by the big AI firms) are being stifled by supply shortages. How many promising small-to-medium-sized competitors are being snuffed out of existence (or never starting) due to the insanity of the DRAM/storage/CPU (soon) markets?

The currently-subsidized access that we have to the big Opus-like models will, in parallel, be gradually be taken away until only the big players can afford it. And in the end what we will have is hyper-productive skeleton crews at a few consolidated firms performing (or selling expensive access to) basically all of the knowledge labor for society, with very little potential for disruption due to the hardware and "knowledge" scarcity engineered (in part, maybe) by this monopoly.

Not necessarily a closely held belief – just a hunch – which is why I want to see what parts of the picture I might be missing.


Replies

primaxtoday at 12:22 AM

Devils advocate here - pro and max tier customers for all the major inference providers are loss leaders from the data we have been able to figure out, and reverse engineer. They are effectively a marketing exercise.

The real profitability is selling tokens to enterprise, and enterprise demand is growing so fast that they are short on the total amount of tokens they can generate per minute, and are prioritising rationally - enterprise gets a better experience - instead of optimizing for their lowest paying (and most loss leading) customers.

We are in a hardware crunch right now but that won't be forever, and eventually (likely 2028) we will get experiences like we got in January from pro-sumer accounts again.

marcus_holmestoday at 12:33 AM

Not only because of cost. Mythos has only been released to some of the big tech players because it's "too dangerous" [0] for us little people.

It's easy to see this becoming a permanent position; the latest models and smarts are reserved for establishment members only, the riff-raff get the cast-offs. So the establishment is preserved and the status quo protected.

[0] I'm putting scare/irony quotes around this, but if the reporting is accurate, there is something to this; we built the internet on string and duct tape, it's not hard to see how a very smart AI could cut it to ribbons.

freshfunktoday at 3:12 AM

In periods of massive inflation, only the most wealthy survive.

But there's competition out there -- the open-source chinese models. In their current form, I assume that will turn off many people but new models -- based on those -- are likely to appear. Also, OAI and Google will release new models and pick up the lost customers.