crowcroft 3 days ago

Most industries, or categories go through cycles of fragmentation and consolidation.

AI is currently in a high growth expansion phase. The leads to rapid iteration and fragmentation because getting things released is the most important thing.

When the models start to plateau or the demands on the industry are for profit you will see consolidation start.

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airstrike 3 days ago

having many models from the same company in some haphazard strategy doesn't equate to "industry fragmentation". it's just confusion

crowcroft 3 days ago

OpenAI's continued growth and press coverage relative to their peers leads to me to believe it isn't *just* confusion, even if it is confusing.

airstrike 3 days ago

I'd attribute that more to first mover advantage than a benefit from poor naming choices, though I do think they are likely to misattribute that to a causal relationship so that they keep doing the latter