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Yiping Wang on X: "What Value LLM Companies Can and Cannot Capture " / Twitter

x.com · 837 words · saved by 1 readers

https://t.co/xVcwxUlAaB

I have been thinking about a maybe weird claim for the past months, and I finally organized it a bit. In the end, frontier model companies may not capture most of the GDP value created by AI. Most of that market may be divided downstream by cloud providers and their upstream suppliers, traditional companies that already own stable distribution channels, and companies that define the protocols through which models are used. The premium of frontier model companies may come mainly from complex internet scale problems such as cybersecurity, and from their ability to push the frontier of human…

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