Earlier quoted context omitted.
>Musk admitted to distilling their models. what's the moat for AI labs like OpenAI and Antrhopic as they seek trillion IPOs. a lot of people said Chinese models also distill US LLM models. if it is this easy to do. how do US AI labs justify asking for trillion?
Well, they will stop releasing their latest models, and just attempt to eat all software themselves. Otherwise, it will be competitors distilling, and the government getting upset. It's hard for me to see a different future. And, this really sucks. If this thesis is true, I wonder what the final YC batch number might be.
Even if they have Astra or whatever completely to themselves, how do they deal with the -product- side? Or sales, or account management?
They've been focused on juicing model's coding capabilities, but it's absolutely -not- "gen ai" enough to be doing the whole thing in agents, even 3 or 5 years from now, if only because there's so much context we _can't_ give to these models, without reverse centauring ourselves with cameras and mics and oodles of compute everywhere, and so far that hasn't exactly been playing out the way the frontier labs and the singularity folk hoped it would (meta glasses? humane? really?)