Gerstner asserts there is no evidence the gap between commodity and frontier AI models is collapsing.
“People are speculating that the intelligence gap between that commodity stuff and the frontier stuff is going to collapse to the point that people won't pay for the frontier stuff.”
Gerstner reports his personal token usage is ten times higher on frontier models and over one hundred times higher on open-source models since January.
“@altcap my token usage since jan is 10x on frontier models and like 100x+ (barely used them) on oss models.”
Gerstner claims that open-source AI models are increasing their token usage while frontier labs are capturing more of the actual revenue.
“Token consumption is going up for the open-source guys while share of economics is going up for the frontier labs.”
Gerstner claims we are entering the singularity and frontier AI models are further ahead than most people believe.
“we’re entering the singularity and the frontier models are way further ahead than people think.”