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I think there could be a few directions. Consumer level LLM usage will become free. Corporate-grade LLM use will cost a lot of money. Maybe the highest grade LLM use will be regulated and only done through government labs.

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What’s a high grade LLM though in such a competitive environment? And if China releases more high grade open source models, that pricing model is f8cked.

One interesting thing I heard someone say about LLM’s is this could be a people’s innovation, basically something so low margin it actually provides more value to “the people” than billionaires.

It just seems hard to imagine that simultaneously running 1,000 instances of claude code will be cheap in the next decade, but maybe running 1,000 instances of claude-like tools is what a corporate LLM subscription will give. And maybe running 1,000,000 or a billion such models is what the government will do once a contract gets awarded.

Just random speculation though.

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