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You’ve missed the point completely - if the important experiences are things built on top of foundation models, where the model itself is just an API call, then you don’t need to have a foundation model for build them and the model is just commodity infra
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Yes, but OpenAI has 900M+ user reach, plus staggering amounts of cash, plus early access + deep integration with the latest and greatest models. I hardly think that is tantamount to "just an API call".

Microsoft Google and Meta also had enormous reach, but that didn’t mean that they built everything on the Internet, nor could they.



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