4,058 karma · joined February 16, 2014
Website: http://jonnor.com https://github.com/jonnor/
Thanks for showing your colors so clearly Atlassian. Good riddance.
Of course there will always be a gap to frontier closed hosted models. It is not an either or proposition.
For these reasons specified above, I think that this trend will continue. For example, in my specialization of edge machine learning, we are seeing MEMS sensors that integrate user programmable DSP+ML+CPU right there on the sensor chip.
There are also several RISC-V microcontrollers on run 1 of Wafer Space, hopefully some of those will also be available online soon. https://github.com/wafer-space/ws-run1
Right now the frontier AI companies are explicitly running a kind of chicken race - increasing the burn rates so much that it gets harder and harder. With the hopes that they (and not their competitor) will be the one left standing. Especially OpenAI and Antropic, but non-AI companies like Oracle have also joined. If they keep it going, the likely outcome is that one of them folds - and the other(s) reap the rewards.
Utility (per cost) will go up the tougher the competition. Money captured by single entity possibly down with increased competition.
EDIT: also, the casual or gym-style members that pay every month but barely use the service are of course very valuable wrt margins