There’s definitely a future for LLMs from an enterprise point of view. Even current capability models will be widely used by companies. But it’s seems that will be highly commoditized space, and OpenAI lacks the deep pockets and infrastructure capabilities of Meta and Google to distribute that commodity at the lowest cost.
OpenAI valuation is reliant IMO on them on them 1) AGI possible through NNs, 2) them developing AGI first and 3) it being somewhat hard to replicate. Personally I’d probably stick 10%, 40%, and 10% on those but I’m sure others would have very different opinions or even disagree with my whole premise.
