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Why skeptical?

No matter what, LLM'S are here to stay. Companies are doing huge investments do that they can get ahead early on.

Will it need to be more efficient, yes.

But a lot of money of repetitive tasks are going to llm's. Additionally, most companies are constraint by capacity atm.

I really can't imagine what could revert this trend.

Yes, body shops like Palantir are hugely overrated.

But the big tech? No. They can carry those infra investments. Just curious who will come out on top.



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