This is just opinion, could be wrong, discussion is encouraged.
I think the way Anthropic and OpenAI are going, needing to rely ever more on hype and rushing towards IPO before the general populace understands the rouse that’s being played, I can see how they will play out in the years to come. Not mentioning the heat from China.
I thought until recently they would eventually die because the economic reality would simply catch up to them, but thinking of how Apple TV+ works to produce above average television shows at a massive loss to Apple, I think that this perhaps the only viable route ahead. These big giants might just buy up some of these LLM farms, once their real value becomes apparent in the market (before or after IPO) and be incorporated as a proprietary technology for that company. Apple could buy Anthropic for a few billion to provide agentic coding and significantly lower the barrier of entry to new programmers to develop apps for their platforms. The entire business idea by itself is a losing business, but integrated horizontally across their other business arms it could make some sense.
Similar things could happen between other players. What’s very clear is that LLM as a core technology has plateaued and to gain 1% more accuracy or performance at this point is beginning to require an order of magnitude increase in raw compute.
Curious what others think on how this road for these chatbot corps looks 2-3 years down the track.
Let me say up front that I'm very much in favor of democratic socialism. When I now try to disabuse you of two points in your comment, it's not for ideological reasons. It's more of a gut feeling about how politics, and especially politics in the US works.
Mandani works in NYC. A politician like that wouldn't work in Wisconsin or Louisiana. Probably not even in California. That is not to say people wouldn't benefit from more left leaning politics in those places. But they wouldn't get elected into high enough offices in sufficient numbers to drive change. There is the US hangover from the cold war that reflexively makes anything with socialism a turnoff for the poorly educated masses (the irony!). And the power of religious belief, especially monotheistic religions, favors right wing authoritarians. The Midwest is too religious for its own good. NYC is the outlier.
MAGAs don't vote on track record. It's vibe based and that vibe is obnoxiously trying to own their opponents. The fact that 47 is ruining the US"s standing in the world, the economy, and all unwritten political norms that had underpinned the republic are not as important as fucking with the libs. 47 may be at the end of his political career, somebody is going to take over and continue on this path. You can't fight feelings with facts. And you can't drive change without getting enough socialists into office everywhere.
There are plenty of examples of politicians like Mamdani winning all over the USA. The right message will resonate with voters. It's just about figuring out how to speak to their needs. People are struggling and they're looking for answers.
As for MAGA, I genuinely mean it when I say they don't matter. MAGA are not the majority of the electorate. They do not win elections. Yes, they'll always vote for Trump or someone like him, but Trump never won with only MAGA. They need to find a way to appeal to people outside of their base in order to win. In 2024 that was because their message of affordability resonated with voters who spent four years under Biden drowning in cost of living.
You're writing the fascists' victory speeches for them. Stop telling yourself why they're strong and start looking for where they're weak.