Re:Anthropic's best AI model struggles to attract users as c...
by tock on Monday August 24, 2026 @10:34AM
(#49420395)
LLM frontier companies are more akin to infrastructure like chips and airplanes and the internet than applications built on top of it. There will be products built on top of them that generate revenue.
eg. processors are needed for everything on the planet. No Intel isn't going to generate annual revenue in the trillions because of that. In the case of frontier companies the moat is even smaller with dozens of players competing. LLMs will become a low-cost commodity. You meanwhile can make billions building applications using them though.
Re:Anthropic's best AI model struggles to attract users as c...
by carlosjobim on Tuesday August 25, 2026 @07:08AM
(#49431878)
> eg. processors are needed for everything on the planet. No Intel isn't going to generate annual revenue in the trillions because of that.
No, but Intel processors are going to generate revenue in the trillions for the economy, which was the original question as far as I understood it.
But we'll see. Text editing tools are included on all digital devices, yet companies pay for commercial solutions like MS Office. Cameras and basic image editing tools are included on all smart phones, yet there are millions of advertising agencies around the world. And so on.