I don’t think everyone has comprehended the massive disruption and distortion that is going to happen in the Gen AI market due to Llama3. Moats will be destroyed and investments will go to zero. Just like everything in Gen AI, this will all happen fast.
@NaveenGRao What makes you think that hosting your own 400B Llama 3 is cheaper than paying for Anthropic or OpenAi APIs?
@NaveenGRao Maybe, but won’t mainly open source players suffer? Why would anyone use them unless they add some other value - like Databricks AI is 10% of the problem The other 90% is connecting it to the rest of data/IT and getting scale adoption in enterprises. Llama is not solving that.
@NaveenGRao Think the reverse is true. Had Llama 3 disappointed, VCs might have lost faith in Gen AI.
@NaveenGRao So what is the end game Naveen? Expensive chips and PhDs making models with a few month shelf life, if that? Zuck will monetize by selling ads. Everyone else - good luck?
@NaveenGRao Not really. LIama3 400B will not beat GPT4. An update will boost GPT4 another 5%, and nothing will come before the US election.
@NaveenGRao Because Llama3 greatly changes the price per performance, or some other mechanism?
@NaveenGRao Did OpenAI have a moat or just 100 million "users" in 2 months? The illusion of a moat.
@NaveenGRao “Value Destruction” as some call it.