Not to go too far off topic, but one thing I don't necessarily believe is when Yan says he believes there is enough room for growth that a lot of companies can coexist without a Warring States-like battle for supremacy. Nothing about any industry's corporate history supports that, and I don't think any CEO has ever not wanted to have total domination over their competitors. I am not faulting him for that, but I just don't believe it.
You bring up good points, actually think they are great points, but I suspect there will be a flood of different models, like what that CEO guy said.
Why?
Let's ask ourselves this question. How many computer programming languages are there? I don't know, last time I read about it, years ago, there were like 3000 languages. How many are still in current use? I forget, probably 100 of them?
Even Cobol is still used, and that is like twice the age of the average poster in this forum!
Remember Ma Yun and his micro-loans? That was from the algorithm and that was AI. But his AI to make small loans, has to be different for a bio-tech company using AI in a lab developing new drugs, which has to be different from the AI in a car factory when they have to weld two pieces of metal together, which has to be different from logistics AI of transporting goods, from agricultural production as they used AI to recognize cows I remember watching in a video years ago.
Why is there so many computer languages? Like 3000 of them. A countless numbers of compilers! The geeks gotta to geek probably is the best explanation.
With AI, which is going to cover everything, we know there will be a niche everywhere and not all models will be doing the same things. We already have video making models and coding models, etc.
Unless someone builds the God Model of LLM, then I suspect the open source will flourish with many developers across many industries.
Again, we come back to that same question, at least in my mind, of where the world stands with AI today, (which basically two countries walking that path through the forest).
It is all about AGI the Artificial General Intelligence, aka the God Mode or Skynet, and the diffusion.
Essentially what that CEO is really saying, is diffusion will create a lot of opportunities for a lot of companies.
Did he say anything about the God Mode? Did not read that piece. Theoretically that is possible, one God Mode AGI can dominate the market.
Maybe AI will be like the computer languages. Too many of them.