Historically, the only real parallel I can think of is the discovery of electricity, and then the mass deployment and use of electricity.
Both Westinghouse and Edison marketed the benefits and drawbacks, seemingly to create their own moats, but electricity and electricity distribution ultimately became a commodity that we all use as a tool.
LLMs[1] won’t go away. However, I don’t see these big ‘AI’ companies - OpenAI, Anthropic, xAI (shudder) - lasting another 5-10 years as their moats disappear through LLM commoditisation like electricity and electricity distribution.
We’re already seeing this with DeepSeek, et al.
[1] I hate referring to them generically as ‘AI’. The artificial intelligence field is so, so much bigger, more exciting, and I argue more beneficial to the world than The Tech Bros ejaculatory visions of world domination.
I’ve been thinking about this a bit.
Historically, the only real parallel I can think of is the discovery of electricity, and then the mass deployment and use of electricity.
Both Westinghouse and Edison marketed the benefits and drawbacks, seemingly to create their own moats, but electricity and electricity distribution ultimately became a commodity that we all use as a tool.
LLMs[1] won’t go away. However, I don’t see these big ‘AI’ companies - OpenAI, Anthropic, xAI (shudder) - lasting another 5-10 years as their moats disappear through LLM commoditisation like electricity and electricity distribution.
We’re already seeing this with DeepSeek, et al.
[1] I hate referring to them generically as ‘AI’. The artificial intelligence field is so, so much bigger, more exciting, and I argue more beneficial to the world than The Tech Bros ejaculatory visions of world domination.