Apr 23Liked by Rihard Jarc

Richard, are you at all concerned that as the open source models get more capable it may siphon some demand from openAI and hence azure? The alt data is already showing some increase in claude 3 usage at the expense of openAI

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Yes, I often shared the opinion that the base foundation models will become commoditized down the road. The biggest value creation will be in fine tunning of an foundation model with proprietary data + having distribution. When it comes to cloud providers like Azure I think they don't care if the future is closed end models or open-source as with both you need to host the model (mostly in cloud) and pay for infrastructure.

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