Earlier quoted context omitted.
Jm2c but I feel conflicted about this arms race. You can be 6/12 months later, and have not burned tens of billions compared to the best in class, I see it an engineering win. I absolutely understand those that say "yeah, but customers will only use the best", I see it, but is market share of forever money losing businesses that valuable?
Indeed, and with the technology plateau-ing, being 6-12 months late with less debt is just long term thinking. Also, Europe being in the race is a big deal for consumers.
The technology is closer to a decade from seeing a plateau for the large general models. GPT o3 is significantly beyond o1 (much less 3.5 which was just Nov 2022). Claude 4 is significantly beyond 3.5. They're not subtle improvements. And most likely there will be a splintering of specialization that will see huge leaps outside the large general models. The radical leap in coding capabilities over the past 12-18 months is just an early example of how that will work, and it will affect every segment of human endeavour.