The intuition behind this is that people who had a usecase for the tech but were locked out because they couldn't afford it, or didn't believe it was worth it usecase can be engineers or researchers. Some of these people may perform better than expected causing a gap in true market value which is filled when they scale up to their new size Related: Jenson's Paradox: The more you buy, The more you save
I guess my question about the current events is: Are people really locked out of LLMs due to price? It seems like everything already has AI in it and that virtually every end user hates it. I could see a shift to more local models or something, but not an increase. I feel like LLMs have largely been oversold as a solution in search of a problem. Or are people just applying this as everyone and their mothers are going…
I think so. When you start using a good model, you soon learn that it can make a difference. If you have domain knowledge, you can treat LLMs like a design partner. With DeepSeek, what would have cost 50 dollars to use Sonnet is now 5 dollars. Having to only spend 5 dollars a month can be a real game changer for many.