It seems clear to me the alpha is not in making the LLM but using it in a differentiated way.

· Bits and Bobs 2/3/25
  • It seems clear to me the alpha is not in making the LLM but using it in a differentiated way.
    • That is, not the model layer, but the application layer.
    • Making the LLM has legible benchmarks that people cling to in uncertainty.
      • They can coordinate around them.
      • But they are not actually the most important thing.