However, I’m tempted to compare to GitHub: if I join a new company, I will ask to be included to their GitHub account without hesitation. I couldn’t possibly imagine they wouldn’t have one. What makes the cost of that subscription reasonable is not just GitHub’s fear a crowd with pitchforks showing to their office, by also the fact that a possible answer to my non-question might be “Oh, we actually use GitLab.”
If Anthropic is as good as they say, it seems fairly doable to use the service to build something comparable: poach a few disgruntled employees, leverage the promise to undercut a many-trillion-dollar company to be a many-billion dollar company to get investors excited.
I’m sure the founders of Anthropic will have more money than they could possibly spend in ten lifetimes, but I can’t imagine there wouldn’t be some competition. Maybe this time it’s different, but I can’t see how.
you have 2 labs at the forefront (Anthropic/OpenAI), Google closely behind, xAI/Meta/half a dozen chinese companies all within 6-12 months. There is plenty of competition and price of equally intelligent tokens rapidly drop whenever a new intelligence level is achieved.
Unless the leading company uses a model to nefariously take over or neutralize another company, I don't really see a monopoly happening in the next 3 years.
I was focusing on a theoretical dynamic analysis of competition (Would a monopoly make having a competitor easier or harder?) but you are right: practically, there are many players, and they are diverse enough in their values and interest to allow collusion.
We could be wrong: each of those could give birth to as many Basilisks (not sure I have a better name for those conscious, invisible, omni-present, self-serving monsters that so many people imagine will emerge) that coordinate and maintain collusion somehow, but classic economics (complementarity, competition, etc.) points at disruption and lowering costs.
Rent-seeking of old was a ground rent, monies paid for the land without considering the building that was on it.
Residential rents today often have implied warrants because of modern law, so your landlord is essentially selling you a service at a particular location.
There is no real barrier to a customer of Anthropic adopting a competing model in the future. All it takes is a big tech company deciding it’s worth it to train one.
On the other hand, Visa/Mastercard have a lot of lock-in due to consumers only wanting to get a card that’s accepted everywhere, and merchants not bothering to support a new type of card that no consumer has. There’s a major chicken and egg problem to overcome there.
They actually beat Apple A series to become the first phone to use the TSMC N7 node.