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Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod
BG2Pod with Brad Gerstner and Bill Gurley
Low switching costs in B2B models of LLMs
Developers in the B2B sector of Large Language Models (LLMs) commonly test their thesis across different models and price points to find the most cost-effective one due to low switching costs. This low switching cost contributes to high valuation multiples. The ease of moving from one LLM to another is seen as remarkably low, rated at two on a scale of zero to one hundred. Some experts predict that as the data input grows, there will be less need for training or fine-tuning in LLMs, leading to a lack of lock-in, where data can be easily transferred between models.
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