There isn't enough compute for cheap models to destabilize the giants.
Back in May, Google was serving daily what openrouter served in a month, all models combined.
Compute is the moat.
Back in May, Google was serving daily what openrouter served in a month, all models combined.
Compute is the moat.
Temporary moat; the way that electricity was once a moat, it was still only temporary.
Compute is just a parapet. It won't protect you from better, more efficient models from undercutting you on price and speed.
They will invest in efficiency as they have been whilst compute comes online.
Wow you guys are dumb!