But now you’re describing a commodity, and the competition will erode profits, and their valuations are bananas, unless someone can find a business model that truly differentiate and creates a moat.
replyModels are not commodities and are famously non fungible. Each model has its quirks and strengths, weaknesses and idiosyncrasies.
replyI know because I see how people went over the 4o model. I can see opus behaving clearly differently enough that I pick it for certain tasks.
Is this really for comparable models though? Will folks at scale continue to choose Anthropic frontier AI model if OpenAI releases a similar generation at a 90% discount with comparable capabilities? It feels like the fungibility assumes delineation by capability _and_ cost. No one is choosing sonnet over opus at similar price points.
reply