Technology
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The writing I see on the wall is that these AI require such a large data set to create that only mega corps are going to have them. They allow some free access now, but in a few years they're gonna start enshittifying the free tier and jack up prices
Absolutely.
And this is why I'm seeing Google winning this. They've got the infrastructure for both running and training their AI as well as the long standing web scraping for getting in as much data as soon as possible. But they've also got the ads business and the brand and user base. Together, they'll be the first to get AI tech to the point of being able to insert ads or other paid endorsements (however hard that is) and the first monetise that through ads and userbase size. Meanwhile Microsoft (OpenAI's backer) will probably do what MS has often done which is fail to piece together a coherent business model and squander an opportunity on failing to monetise.
I describe what Microsoft does as having all of the correct Lego pieces and still fucking up putting it together, every time.
Then taking it apart to put it back together only for it to somehow be better in some ways and much worse in others.
Lather, rinse, repeat, sprinkle in some anti-competitive shit too.
perfect!