alt Hacker NewsOf the list I gave you, at a guess:
Google, OpenAI, Anthropic, Meta, Amazon, Alibaba (Qwen), Nvidia, Mistral, xAI - and likely more of the Chinese labs but I don't know much about their size.
Of the list I gave you, at a guess:
Google, OpenAI, Anthropic, Meta, Amazon, Alibaba (Qwen), Nvidia, Mistral, xAI - and likely more of the Chinese labs but I don't know much about their size.
I guess where I was leading to is who owns the compute that runs those models. Mistral, for example, lists Microsoft and Google as subprocessors (1). Anthropic is (was?) running on GCP and AWS.
So, we have multiple providers, but for how long? They're all competing for the same hardware and the same energy, and it will naturally converge into an oligopoly. So, if competition doesn't set the floor, what does?
Local models? If you're not running the best model as fast as you can, then you'll be outpaced by someone that does.
1. https://trust.mistral.ai/subprocessors