Lately my posts have highlighted cracks in the AI thesis (prices falling, shifts to cheaper models) but my base case is pretty bullish for the main AI labs.
Yes, prices are falling. Yes, we've observed a shift to cheaper models, but OpenAI and Anthropic will maintain their dominant market share. Chinese models are not the threat to AI competition we think. And while OpenAI and Anthropic may see lower margins as they compete on price, so far they've been able to make it up in volume.
thank you @ProfGMarkets for having me
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