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Invest Like the Best with Patrick O'Shaughnessy cover image

Modest Proposal - AI Commoditization and Capital Dynamics - [Invest Like the Best, EP.380]

Invest Like the Best with Patrick O'Shaughnessy

NOTE

Advantage of Proprietary Models over Open Source

Proprietary models can provide a significant performance advantage over open source, leading to surplus for companies like Google, Microsoft, OpenAI, and AWS. In a world with similar open source models, surplus shifts to the application layer due to commoditized model layers. However, when frontier models are vastly superior, the question arises on the viability of generalizable models versus specialized ones, challenging even specialists to provide a definite answer.

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