Moritz Wallawitsch on Substack

[Moritz Wallawitsch]

> Incremental model updates cannibalize the complementary infra stack that has been built around them. If only a handful of LLMs dominate, then a robust infrastructure ecosystem matters less

I think that is only true if the model updates focus on eliminating the model's weaknesses or adding auxiliary services (rather than scaling them up, which seems to be what LLM model providers are mainly focused on)? I don't see why we won't see increased specialization (as with any other technology or service industry).