Silicon Valley Daily

The competitive intensity and resulting consumer surplus in AI is unlike anything I've ever seen.

We have the top model!

<1 week later

There's a new top model!

Building /streme. Wanna be the very best. ゼニゼニ

was just trying to think of a corollary, but the browser wars or console wars don't come close in terms of consumer surplus

and lack of lock-in here is truly wild

oof... is this already post- google rekting everybody with the new models yesterday?

It is a little bit of a bubble, likely similar to the dot com bubble. It will come down to earth and right size at some point. There will be a handful of winners.