The moat for OAI and anthropic seems to be very quickly shrinking. Chinese labs are now using RSI-like approaches and even without resorting to heavy distillation they're catching up in a couple of months vs. what would have been 6-12 months a year prior.
And as these models get better the pace of training is quickly speeding up too.
This doesn't bode particularly well for anthropic/OAI after they go public.
I don't know if we will look at OpenAI and Anthropic as moating on frontier models & selling tokens.
They are banking on the application layer and accumulated business and end user context. They have to quickly make that systems integrated value out weigh the model choice price value in the broader market
alfalfasprout · · focus · HN ↗
And as these models get better the pace of training is quickly speeding up too.
This doesn't bode particularly well for anthropic/OAI after they go public.
mdale · · focus · HN ↗
They are banking on the application layer and accumulated business and end user context. They have to quickly make that systems integrated value out weigh the model choice price value in the broader market
Unknown if they will be able to pull that off.