

So are we assuming here that LLMs won’t become more efficient over time? GPT-3 has been a frontier model just a few years ago and it’s performance blew everyone’s mind at that time. I can now run equivalent LLM on my personal computer. Why can’t we expect that after a few years Claude Sonnet level of capability won’t be possible to accomplish locally?








Why not? Why Microsoft develops it’s .NET ecosystem? Why Google develops Go/Dart? It costs them lots of money and they give it for free.
The answer is: they don’t earn money on it directly, but these tools are a way to tie programmers to their cloud services. If you use .NET you’ll probably end up on Azure. If Go - probably you’ll use GCP.
So I suspect the same will be with LLMs. At some point they will say: “hey, you can use this LLM however you want, but as you are already using it, then you may want to know our platform is optimized for it”