One more anecdote: People at our company are very excited for integration of existing industry specific tools and processes.
Some of them do require frontier models but many can do with localish models. Some of these processes (in our industry) are also not really limited by software at all but by the speed heavy machinery can be operated and/or manufactured and/or transported.
I'm certain LLMs are going to continue rapid growth even there but it may be an ideal field for have lesser models work for longer if it saves money in the end.
Of course who knows in the end. I'm certain there is a high chance of this being entirely wrong
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