Re:I'm Not Convinced the AI Bubble Exists
by krupan on Sunday November 08, 2026 @10:08PM
(#50420538)
You mean they hope to be the next Facebook/Google that knows everything about you and call sell that data to advertisers? Yay :-|
Re:I'm Not Convinced the AI Bubble Exists
by xscott on Sunday November 08, 2026 @11:04PM
(#50420946)
Ok, let's say OpenAI and Anthropic are trying to be the new Google and Bing, preying on the users who value the service. Search was not an easy thing to duplicate, even at a slightly lower quality, so the market was captive. Serving slightly lower quality AI models is relatively easy though.
So it still gets back to the question of who needs or wants the truly frontier models, because the memory and user relationships will only be about that small category?
Maybe they win market share for the large category in some other way?
It won't be about tokens in the long run, and I think the labs know that. It will be about long-term memory and user relationships, and who gets to own that data. The disruption and upheaval has barely even started, IMHO.