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Well said. Companies will want:

* Pricing stability -- your business costs cannot be at the whim/survival of some particular company. Competition (including local options) is the solution.

* Model stability –– model output must be reproducible. If it's shifting unreliably, that's a showstopper.

* Alignment –– The model I use must be aligned to my business, not to Some AI Business. I don't want a model that was kneecapped in some secret, arbitrary way that a group of largely white, male, West Coast techbros decided was crucial for my business.

* Privacy –– Sensitive company data NEVER leaves the building. It sure as hell doesn't get expedited to a company with strong incentives to hoover up and use that data.

There will soon be 3 big competitors racing each other in the GPU space. Specialized AI hardware will grow in volume and power. Algorithms will be optimized. Perhaps new algorithms will appear for distributed training of open source models by millions of consumers cards (reminiscent of the Folding@home project). Hardware 5 years from now will blow away current tech.

Intelligence is a widely applicable asset with strong incentives to pop up everywhere. It won't sit gated behind a handful of companies. That's true regardless of substrate -- proteins or silicon.



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