One user talking to a fixed model is a sub-linear business.

· Bits and Bobs 2/18/25
  • One user talking to a fixed model is a sub-linear business.
    • The model creator invests significant capital in a differentiated model.
    • But there's nothing preventing others from producing similar models and crowding the market.
    • The quality of the LLM sets the ceiling of what's possible.
    • An ecosystem of emergent collective intelligence, lubricated by LLMs, is a super-linear business.
    • The quality of the LLM sets the floor of what is possible.
      • The floor that the collective intelligence can accrete on top of; the worst case.

More on this topic

From other episodes