I would imagine it only gets worse in the face of good-enough open/chinese/local models too right?
Microsoft adding Deepseek support already as I recall?
That is - for any definition of "they are behind X months" then eventually they get to the point Claude was in January when the world freaked out, but at 1/10th the cost. A lot of firms are going to mandate that is good enough for their developers.
> Microsoft adding Deepseek support
I believe this hasn't been confirmed yet but I think it speaks to a bigger problem for the AI companies which is, if you give capable developers a good reasoning LLM, they can make it work like it was a really expensive model.
I believe we are 100% at the stage of good enough for the vast majority of tech companines. Fable and others will be more valuable for non-traditional tech companies.
I read somewhere that the chinese AI companies are sharing knowledge and it would not surprise me if the government is applying pressure by saying work together or else. If they work together, they can truly commoditize LLMs and with China ramping up hardware support for AI, I see the future being inference speed and hardware being the moat.
Our org straight up turned off our AI access after the GitHub copilot price increase blew right through the budget.
At least on a personal I feel like I’ve been getting the same amount of work done but I have to think harder rather than sitting back and prompting and waiting.
100%. There will be strict quotas on the expensive models and day to day work will be done on the cheap models that are "good enough" with escalation to the metered models when the cheaper options are spinning their wheels. Eventually the US frontier lab APIs will only get the most heavily triaged work that multiple tiers of cheaper Chinese open weight models have failed on.
And of course the C-suite will have unlimited access to Mythos tier models, which they'll use to summarize reports, while passing down mandates to rank and file to increase usage of less expensive models.
Yup, we are in the process of getting access to US hosted Chinese models. I've been petitioning Google and our rep, we will see but I suspect they will cave eventually. Gemini sucks and if they don't sell what their customers want, we go shopping around.
I'm set up to use Qwen 3.6 locally if needed. It's solid, it does what I need, it runs on my laptop and it's free.
But that's because I never got on the "run three dozen agents in a ralph loop" trend or other high-token usage methods. The way I use AI is discrete and targeted and it seems that's how it will be for everyone once the economics settle.