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bitlad • today at 6:07 PM • 2 replies • view on HN

Bruh, that's lack of understanding and insight as well as naivety. It is not a race to the bottom. LLM is the winner-takes-all market. Competitors are pricing against each other to come out on top.

Once there is a winner, there will be a price correction.

In your case, positioning yourself as a cheap provider is inherently a bad idea.


Replies

vishnukool • today at 7:19 PM

This hasn't happened in the sandbox space though. For example Modal was early to it, and yet you see Daytona, E2b and many others doing quite well.

The switching cost is not trivial unlike LLMs

jpadkins • today at 6:13 PM

> Once there is a winner, there will be a price correction.

Only if there is some form of lock in or the others go out of business. Both of those are low probability. I'd put a friendly wager on the (lack of) increase of token costs in the next 2 years.