Note that this is CNBC and they're writing from a stock market line-go-up POV.
For everyone else, this is good news.
From the article:
"Huang was validating what the rest of the market has been witnessing. An independent developer, rather than a giant, richly valued lab like OpenAI or Anthropic, came up with the next big thing in AI and, in doing so, exposed a potential major flaw in the investment thesis behind the large language models: They may be getting commoditized."
[+] [-] matthest|6 days ago|reply
For everyone else, this is good news.
From the article:
"Huang was validating what the rest of the market has been witnessing. An independent developer, rather than a giant, richly valued lab like OpenAI or Anthropic, came up with the next big thing in AI and, in doing so, exposed a potential major flaw in the investment thesis behind the large language models: They may be getting commoditized."
[+] [-] altmanaltman|6 days ago|reply
[+] [-] scm7k|5 days ago|reply
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