I know many people who have set up Llama locally (myself included), and they mainly use OpenAI tools for their day-to-day tasks.
I can’t imagine that for the vast majority of people, Llama would be an option, not without extensive packaging. That will happen, but the way Android has been available, usable, and even good for a decade, while all the profits are for iOS/Apple.
Again: I’m not absolutely convinced this will happen at 100%, but more than 10, more than 20% likely? Yeah. An oligopoly with Mistral, Anthropic, and Google might be more likely, but they’ll all make a lot of money.
My point isn’t that you should invest at that price but that investors who have are not completely detached from reality. They are confident, for sure and might be over-paying a bit, maybe by a factor or 2 or 3 — but not the way people who invested for Theranos, WeWork, or Pets.com.
It’s not a scam; it’s just a guy who can credibly say: “I’ll get as much money as a worldwide phone operator within a few years.” I don’t know if he will, but I can see how.
I agree with what you said. The only "scam" angle might be that this might be the pump stage of a high end pump-and -dump, the private investors might have had IPO talks and/or MS taking over the operation and paying them at that valuation.
I can’t imagine that for the vast majority of people, Llama would be an option, not without extensive packaging. That will happen, but the way Android has been available, usable, and even good for a decade, while all the profits are for iOS/Apple.
Again: I’m not absolutely convinced this will happen at 100%, but more than 10, more than 20% likely? Yeah. An oligopoly with Mistral, Anthropic, and Google might be more likely, but they’ll all make a lot of money.
My point isn’t that you should invest at that price but that investors who have are not completely detached from reality. They are confident, for sure and might be over-paying a bit, maybe by a factor or 2 or 3 — but not the way people who invested for Theranos, WeWork, or Pets.com.
It’s not a scam; it’s just a guy who can credibly say: “I’ll get as much money as a worldwide phone operator within a few years.” I don’t know if he will, but I can see how.
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