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A comment on I'm Not Convinced the AI Bubble Exists. Parent comment

Re:I'm Not Convinced the AI Bubble Exists by stefs on Monday November 09, 2026 @10:52AM (#50427235)
but is it a winner takes all market? currently we have models that are close-but-not-quite SOTA which are still heavily used and very profitable because they are _good enough_ (i'm talking about deepseek, of course).

or is the "winner takes all" mentality based on the assumption of being the first to achieve the technological singularity?

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Re:I'm Not Convinced the AI Bubble Exists by neutronicus on Monday November 09, 2026 @10:55AM (#50427274)
> or is the "winner takes all" mentality based on the assumption of being the first to achieve the technological singularity?

Alternatively, it may be based on becoming the favored provider of the defense or intelligence industries.

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