Hot take on what comes next, after the sudden decline of tokenmaxxing:
- OpenAI will struggle
- with the decline of tokenmaxxing Anthropic will struggle (aside from this quarter) to make a profit
- Google will catch up to Anthropic
- some Chinese companies might, too
- LLMs will become commodities; margins will be very very thin
- Most of the companies that invested massively in them will struggle to make back their investments
- SpaceX’s AI efforts will flail
- Nvidia will eventually decline, once all of the above becomes widely recognized.