At the start of the “LLM boom” I was optimistic that OAI/Anthropic were in a position finally unseat the Big 4 in at least this area. Now I’m convinced the only winners are going to be Google, Meta, Amazon, and we are right back to where we started.
And still haemorrhaging money.
But… Why put Meta in that group?
I see Apple, Google, Microsoft, and Amazon as all effectively having operating systems. Meta has none and has failed to build one for cryptocurrency (Libra / Deis) and metaverse.
Also, both Altman and Zuck leave a lot to be desired. Maybe not as much as Musk, but they both seem to be spineless against government coercion and neither gives me a sense that they are responsible stewards of the upside or downside risks of AGI. They both just seem like they are full throttle no matter the consequences.