The speakers discuss the potential value of multimodal models in real production settings, questioning whether they will deliver genuine value or just remain promises. They explore various models like Lava, Bard, Gemini, and GPT 4V, and ponder on the possibility of a new arms race for big open source multimodal models. They also consider different scenarios for the future, envisioning a world with either similar models across companies or a diverse range of models tailored to different areas of expertise.

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