Cuy Sheffield
@cuysheffield
Head of Visa Crypto Labs. Views are my own
Joined July 2011
13.6K Following 38.4K Followers
Great framework. Excited to see more models in the 2nd category
Token spend/value will split three ways:
1️⃣ Cheap generalist: commodity open weights (most volume, small % of total spend)
2️⃣ SOTA specialist: enterprise proprietary context + open weights (most spend)
3️⃣ SOTA generalist: closed labs (small % of total volume)
To support crazy valuations, both Anthropic and OpenAI need to make enterprises comfortable building the specialist (2) with them instead.
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