Actually they don't even need to compete against frontier closed models, they just need to work.
99.99% people's day jobs aren't competing for the Fields Medal or even finding security vulnerabilities. So it appears while TAM (total addressable market) of AI in general is huge, TAM for frontier LLMs is tiny. Efficiency gains at roughly the same performance might be all people care about from now on.
99.99% people's day jobs aren't competing for the Fields Medal or even finding security vulnerabilities. So it appears while TAM (total addressable market) of AI in general is huge, TAM for frontier LLMs is tiny. Efficiency gains at roughly the same performance might be all people care about from now on.