opinion claim
The speaker does not accept as certain that language models are commodities.
Unresolved speaker · Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO · 22 Oct 2026
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“It just magically does that. So you agree that basically the LLMs are commodities? And if you agree, then where do you think the business for the big labs is going to be? I'm not sure if that's necessarily true, right?”1:22:38Report a misattribution
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