alt Hacker NewsMy two cents is that the way to square this circle is that the valuations should be lower and they should be spending a lot less on constant retraining.
Unfortunately (from my perspective) it seems like the US companies are increasingly stuck in their current model. I think it's a competitive disadvantage.
But obviously most of the real insiders seem to disagree with me, so I'm probably wrong :)
The insiders disagree because they are benefiting greatly from the insane valuations, right?
Chinese models are quickly commodifying frontier inference, the US Gov is preventing domestic SOTA models access to the public and without those models why would consumers still spend $200/month to use the best models?
It’s such a mess and isn’t inspiring confidence as a non-investor.