I wish I could place a lot of money on the opposite side of this bet.
I don't think many realize how could the cheap, alternative models are becoming. I prefer SOTA models for key work, but I can also spend 10X as many tokens on an open model hosted by a non-VC subsidized provider (who is selling at a profit) for tasks that can tolerate slightly less quality.
The situation is only getting better as models improve and data centers get built out.
Yes, but how cheap is it to run four at the same time? It’s tough to run one good model locally, but running four at the same time which I commonly do with Claude and Codex just doesn’t seem to be happening anytime soon.
Fair - there are bets both ways though I wouldn't consider it to be a certainty. That revenue drive on this AI build out is going to be real and multifold.
What open source model and what non-subsidized provider specifically?