Building LLMs is probably not going to be a brilliant business
2024-12-17
The article discusses why building large language models (LLMs) may not be a sustainable or profitable business despite their technological appeal. It compares the industry's structure to other historical examples where technological innovation did not equate to business success. The dependence on key suppliers like NVIDIA and the lack of consumer loyalty impact profitability, similar to issues seen in the airline industry. In contrast, companies like Coca-Cola thrive due to favorable industry structures.
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