> That's the sum total of the product though, it's already complete and it does not need trillions of dollars of datacenter investment
What sucks there’s probably some innovation left in figuring out how to make these monstrosities more efficient and how to ship a “good enough” model that can do a few key tasks (jettisoning the fully autonomous coding agents stuff) on some arbitrary laptop without having to jump through a bunch of hoops. The problem is nobody in the industry is incentivized to do this because the second this happens, all their revenue goes to 0. It’s the final boss of the everything is a subscription business model.
What sucks there’s probably some innovation left in figuring out how to make these monstrosities more efficient and how to ship a “good enough” model that can do a few key tasks (jettisoning the fully autonomous coding agents stuff) on some arbitrary laptop without having to jump through a bunch of hoops. The problem is nobody in the industry is incentivized to do this because the second this happens, all their revenue goes to 0. It’s the final boss of the everything is a subscription business model.