what I struggle with is that the top 10 providers of LLMs all have identical\* p... | Hacker News

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		mxschumacher 82 days ago \| parent \| context \| favorite \| on: LLM Inevitabilism what I struggle with is that the top 10 providers of LLMs all have identical* products. The services have amazing capabilities, but no real moats. The social media applications have strong network effects, this drives a lot of their profitability. * sure, there are differences, see the benchmarks, but from a consumer perspective, there's no meaningful differentiation

ogogmad 81 days ago [–]

This is perfect news for consumers and terrible news for investors. Which are you?

mxschumacher 81 days ago | [–]

well, I'm surprised by the sky-high valuations I see in the context of the problem I have outlined above. This is great for consumers, sure.

The AI bubble is so big that if it pops, it will have dramatic effects on the economy.

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