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Rihard Jarc
@RihardJarc
Researching and investing in tech (AI, cloud, semiconductors, platforms). Building UncoverAlpha. DMs open. Tweets are only opinions.
Joined January 2016
2.8K Following    81.9K Followers
The AI consumer race will be much different from the enterprise one. For $META or $GOOGL to win the AI consumer race, they don't need to have the best model. It's all about distribution and cost-effective scaling/serving. Here is an AI-native company with over 10M users telling you that in many use cases, the users simply can't tell the difference between frontier models and models that are 50x cheaper.
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We’re constantly running A/B tests in production with different AI models. Increasingly, we’re finding that across some of our core use cases, users simply can’t tell the difference between frontier models and models that are 50× cheaper. And this is happening more and more often.
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