The speaker expects that, even if specialized AIs are the most efficient approach, a few large companies such as Anthropic would probably produce many specialized AIs.

“I don't think this is a crux for the type of future that we're depicting. Suppose that we're wrong about this and that actually the most efficient path forward is to have a ton of different specialized AIs.”

“it'll probably still be the case that it's like a few big companies like Anthropic.”

“that are just making tons of different specialized AIs and then there's lots of different cloud models you can choose from and so forth and in fact it wouldn't just be like you can choose from lots of different cloud models because at the time that we're talking about there'd be much more autonomous than they are now and so it'd be more like”