Much has been written about the #hype surrounding #LargeLanguageModels (so-called "AI") and their effect on the IT industry - both on its products and on its consumers.
But this post by @calpaterson explores a related aspect that I haven't seen discussed so far: will making LLMs be a profitable business in the long run?
"A lot of people think that (LLMs) are going to be The Future. Maybe they are — but that doesn't mean that building them is going to be a profitable business."
https://calpaterson.com/porter.html
Cal elegantly explains how the structure of the industry you're in (suppliers, buyers, competitors etc) influences your chances of success. Then, he goes on to analyze the situation for #OpenAI and others.
Definitely recommended reading! No MBA required.
[#]LLM #ChatGPT #Anthropic #Gemini #Nvidia
=> More informations about this toot | View the thread | More toots from tynstar@nerdculture.de
=> View calpaterson@fosstodon.org profile
=> View hype tag | View largelanguagemodels tag | View openai tag | View llm tag | View chatgpt tag | View anthropic tag | View gemini tag | View nvidia tag This content has been proxied by September (ba2dc).Proxy Information
text/gemini