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A comment on The $100B Megadeal Between OpenAI and Nvidia Is on Ice. Parent comment

Re:The $100B Megadeal Between OpenAI and Nvidia Is on Ice by ulfw on Saturday January 31, 2026 @12:21AM (#46833747)
And the whole AI craze is becoming nothing but a commodity business where all kinds of models are popping in and out, one better this update, the other better the next update etc. In short - they're basically indistinguishable for the average layman.

Commodity businesses are price chasers. That's the only thing to compete on when product offerings are similar enough. AI valuations are not setup for this. AI Valuations are for 'winner takes all' implications. These are clearly now falling apart.

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Re:The $100B Megadeal Between OpenAI and Nvidia Is on Ice by randomNumber7 on Saturday January 31, 2026 @04:10AM (#46834853)
When you have more users you get more data to improve your models. The bet is that one company will be able to lock in to this and be at the top constantly.

I'm not saying this is what will happen, but people obviously bet a lot of money on that.

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Re:The $100B Megadeal Between OpenAI and Nvidia Is on Ice by ulfw on Saturday January 31, 2026 @04:22AM (#46834909)
Problem is you can easily train one model on the other. And at the end of the day everyone has access to enough data in one way or another.
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Re:The $100B Megadeal Between OpenAI and Nvidia Is on Ice by Eridrus on Sunday February 01, 2026 @09:06AM (#46846318)
It doesn't really feel like AI for coding is commoditized atm.

As problematic as SWE-Bench is as a benchmark, the top commercial models are far better than anything else and it seems tough to see this as anything but a 3 horse race atm.

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