Europes last chance
The moat doesn't seem to exist. Probably safer to stay out of the race for now.
That paper released by a lone Google employee 3 years ago still misguiding people it seems.
We're also seeing behemoths like Google and Meta both fail to keep up with OpenAI and Anthropic. Microsoft has given up on SOTA training. Loads of once promising LLM training companies are no longer relevant at the SOTA stage such as Cohere, Mistral.
I've said this countless times but SOTA LLM market looks like a classic monopoly/duopoly market over time. Each generation requires magnitudes more resources to train and you can only compete if you've made enough money on your previous generation.
The frontier labs at the current rate are also not sustainable.
You make some incredibly stupid assumptions - like assuming revenue growth rate of Anthropic and OAI will continue on.
Elon-Musk type stuff. lmfao.
The fact that in the testimonials both frontier labs quote the same company (who I'm led to believe is still tokenmaxxing).
The fact that we've not seen actual productivity benefits or new products resulting from people outside the companies using it and a lot of things that in most businesses would result in a lot of investor skepticism and concern.
The fervent development and focus on 'the next big thing'.
What kind of attitude is that?