I really disagree with this take, if LLMs stop progressing you still have major FAANG corporations (like Meta!) paying gobs of money to Anthropic to increase dev productivity.
If LLMs only help the average office worker increase their productivity by 10%, that is still a huge multi-billion dollar market waiting to be captured.
You make good points about people doubting Zuck and Meta before and them being spectacularly wrong, I'm certainly not willing to bet the house against him right now. I think if he had been able to buy Thinking Machines I would have thought it was very similar to Instagram or WhatsApp.
But he wasn't able to, so now i'm not sure it's a done deal that Meta won't be wasting many billions.
I really disagree with this take, if LLMs stop progressing you still have major FAANG corporations (like Meta!) paying gobs of money to Anthropic to increase dev productivity.
If LLMs only help the average office worker increase their productivity by 10%, that is still a huge multi-billion dollar market waiting to be captured.
You make good points about people doubting Zuck and Meta before and them being spectacularly wrong, I'm certainly not willing to bet the house against him right now. I think if he had been able to buy Thinking Machines I would have thought it was very similar to Instagram or WhatsApp.
But he wasn't able to, so now i'm not sure it's a done deal that Meta won't be wasting many billions.