The asymmetry is that lots of people want to use LLMs to produce things, and nobody wants to consume the things LLMs produce.
The Nash equilibrium here is that the market has to find a way for the people producing things with LLMs to pay people to consume them, and the market always finds a way.
>the market always finds a way
That may be the case but every day LLM’s feel less like the next big thing and more like 3D printing. Here to stay, but not nearly as ubiquitous and earth shattering as people made it out to be.
If I had to guess right now, I would say LLM’s are more significant than 3D printers, but less significant than the Internet.
Not quite. Ultimately the lions-share of income of model producer's is coming from firms.
Firms are only going to pay out to model producers if they are getting more in excess of the cost of financing projects over time. If a firm does not see this happen, they reduce their spend on tokens. Simple.
Its a whole lot more nuanced than some shitty game theory.