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cowpigtoday at 3:36 AM0 repliesview on HN

I don't know what you mean when you say "by necessity be a loser" here.

My point is that Meta and Google have had an almost comical resource advantage when compared to all of the rest of the firms in the AI race.

Anthropic raised $65 billion this year, meta is spending double that on capex and alphabet 3x.

That's just their capex.

If you also factor the deadweight loss the duopoly imposes on the entire economy, it paints a grim resource efficiency picture.

Not to mention the negative externalities caused by the decline of journalism. This one is hard to quantify but I believe is the worst.