The big lab revenue may not be catchable, but im not sure it needs to be.
If they can carve out a niche of industrial and governmental partners who rely on them for sovereignty reasons, it may be enough.
The big lab revenue may not be catchable, but im not sure it needs to be.
If they can carve out a niche of industrial and governmental partners who rely on them for sovereignty reasons, it may be enough.
I completely agree, I think AI is a vast ecosystem will all kinds of profitable niches and sub-markets.
It's an open question as to whether or not superintelligence will create a monopoly/duopoly. My opinion is that it will.