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The labs still have performance as a differentiator for coding usages and similar, and for other things there's still all the same reasons people switched cloud hosted stuff in the first place. AWS & friends didn't get popular because the hardware was out of reach, after all.

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That’s an argument for a cloud LLM service, sure, but the hyperscalers can do that by themselves with the weights.

What’s the moat for trillion dollar AI companies? Access-anywhere convenience for models as good as everyone else’s?

the trillion dollar AI companies will be the chip designers for the hyperscalers, and probably not worth a trillion dollars as a result

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