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.
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.