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LLMs are already a commodity product. They’re going to be a feature of cloud providers not a standalone business.


Not just cloud providers, they’re being baked into enterprise & consumer hardware and software.

I dislike the trend of AI being used as a search engine on the public internet, because of the dubious results. But as internal search engines (e.g. for corporate networks) they’re better than the current offerings (which is admittedly a low bar).




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