I was at another team making a similar bet. Felt off to me at the time, but I assumed I just didn't understand the market.
I also think the call that people want LLMs is slightly off. More correct to say people want a black box that gives answers. LLMs have the advantage that nobody really knows anything about tuning them. So, it is largely a raw power race.
Taking it back to ML, folks would love a high level interface that "just worked." Dealing with the GPUs is not that, though.
I also think the call that people want LLMs is slightly off. More correct to say people want a black box that gives answers. LLMs have the advantage that nobody really knows anything about tuning them. So, it is largely a raw power race.
Taking it back to ML, folks would love a high level interface that "just worked." Dealing with the GPUs is not that, though.