I don't know - I think open source will outcompete them. What's their moat?
The moat is GPUs/TPUs, ram and compute. When you need $200k of compute to run the frontier models, you are likely to be renting access to generate your tokens.
alt Hacker News
The moat is GPUs/TPUs, ram and compute. When you need $200k of compute to run the frontier models, you are likely to be renting access to generate your tokens.