alt Hacker NewsThe 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.
Are they benefiting from the insane valuations though? If the valuations deflate before the insiders are able to exit, I think that would be worse for them than a lower but sustainable valuation.
It all comes down to whose prediction of the future is closer to correct. I think the most likely future is commodification of inference and "agent-assisted" rather than "agent-driven" workflows dominating the future of work. But insiders - who both know way more than me, and also have more skin in the game, both for better and worse - seem to really think I'm wrong about that.
So I dunno! Could go either way!