Discussion on AI market strategies (Part 3)

To build and train these models. They've 14 xed their revenue and like, I'm not really sure what would cause that trend to stop. I think models are only going to take on longer running tasks, more economically valuable tasks. And you know, if you can't tell, I'm a hyper optimistic person and so maybe I'm just drinking the Kool Aid too much. But I do think we're nowhere close to hitting a limit of the dollar, kind of like economic value that leading models can capture. I think what's maybe more interesting is, you know, OpenAI, you know, Luna class models kind of also trying to capture and compete at the low end of the market with much smaller, much cheaper models, you know, and kind of span everything from frontier to, you know, distilled versions of their own models that are smaller in and, you know, cents per million input output tokens, not dollars. Yeah, cosine, all of that. I think that is a good way to think about it. I think I'll just comment this because it's in my head. 6.1Terra has been pretty successful. 6.1 Luna. That whole series is really interesting. The approaches of the different labs is also super interesting. Anthropic to this day has no decision model and they're like, well, we're good. Go use type, safe, whatever. And well, they don't have a standalone voice ap. Right. They have a voice model. They just don't market it. They've never done images. There's a lot of enterprise focus coding. Focus. And OpenAI has been a little bit more of like, we'll do everything and we'll try Sora. We shut down Sora. Remember when Sora was like the number one app. Exactly. In the U.S. yeah, exactly. And then Gemini has been the most like, we will explore everything. And so we appreciate them because if they didn't try it, no one else would. Right. Like, they have the funds for it. Yeah. But like, I think often about anthropic in terms of like, well, okay, enterprise encoding. And they, they're first to it. They nailed it. They continue to nail it. Right. And everyone's chasing after them. Yeah. Is that the story going forward? Is, is, is this just more of the same or like, how. What should we expect? I think it's. I think a lot of this boils down to like a new type of innovator's dilemma, you know, which I almost call like the compute innovators dilemma. Like, let's say you're OpenAI and you have Sora. You have many different model families. You have image models. You have everything. Well, the reality is, how do you choose?