Re:AI App Graveyard
by echelon on Tuesday November 07, 2023 @02:17AM
(#38174083)
> I see the profits in the current AI hype cycle going to the leading foundational model company (why pay for the 2nd best?)
Because it's a race to the bottom. Look at crowded spaces like TTS. Eleven Labs looks like hot shit, but in actuality they have over a dozen well-funded direct competitors. Including OpenAI.
There won't be a "Twilio of [X] Model Inference", nor will there be a "Best Foundational Model for [Y]". These are features, not moats.
Because it's a race to the bottom. Look at crowded spaces like TTS. Eleven Labs looks like hot shit, but in actuality they have over a dozen well-funded direct competitors. Including OpenAI.
There won't be a "Twilio of [X] Model Inference", nor will there be a "Best Foundational Model for [Y]". These are features, not moats.