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Honestly, I’m not sure I’m completely sold on the value of LLMs long term but this is the most realistic and reasonable take I’ve read on this post so far.

If anything, it’s an downward adjustment in the cost implications but could actually unlock exponential improvements on a shorter time horizon than expected because of that. Investors getting scared probably is a good opportunity to buy in.



Bullish on the use. Bearish on the profit margins for the big players.

If (big if!) I understand correctly, the ceiling for edge/local/offline AI has just blown off.


Is there an acronym for edge/local/offline? ELO could be confused with something AI already dominates at. As someone working in the edge/local/offline space it’s interesting to hear these together though. Offline is local but local often isn’t offline :)


Bullish on the prospects for small players, then.




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