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LaurensBERyesterday at 9:46 PM1 replyview on HN

All AI companies are valued as if they'll win the AI race. Problem is, only one can win *

* That is, if a lab like Deepseek doesn't release a "good enough" model for the cost of electricity + a thin margin. Then all AI company lose and all consumers win.


Replies

LelouBilyesterday at 9:49 PM

What does it even mean to "win the AI race" ?

Right now there are many providers providing different tradeoffs, for different usages.

Would "winning" mean releasing an all-purpose better model that will outperform every other companies for all kind of tasks ? Something like AGI but cost effective ?

Or is it winning the consumer-side AI race ? Like making a kind of "super personal AI assistant" the likes you would see in movies and TVs ?

I'm not arguing, I am just struggling to understand what it usually means when somebody says that, it's not like competitors will go bankrupt the second OpenAI/Anthropic/Whatever does something specific.

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