The problem is all these new labs don't have any competitive advanatge amongst each other, talent can only take one so far, though Jeff is a legend no doubt.

Models are commodities the applications eg. BaseTen, OpenRouter should capture the value.

https://taikhooms.substack.com/p/why-openrouter-can-be-the-n...

The company is developing an application, or a class of applications. Not a new model.

I think Google's branding was starting to be too poor in AI to get top talent, they needed the refresh

Model routers - send all of your data through a third party who totally swears not to peek at it.

If youre doing anything high value (advanced research, classified work, high value industrial research, health data) then sending your data through a third party like that is insane.

yes perhaps, although I think the best option for a enterprise is to train a model on it's own data.

Best option by what metric? For which enterprises. I say this having worked at an “enterprise” where this was not a good option. For (lack of) talent/expertise, budget, infrastructure, and actual value relative to the eventual bottom line.

Well its not the only enterprise tool, but from the perspective of llm delivering enterprise spexifc insights

Still, to get results from that you need someone who can create a decent finetune. That might not be realistic, but it very well could be realistic to have someone optimize some prompts and curate a knowledge base. Point is, its a possibility but “best” depends on the nuances of reality.

FHE