Aight so ChatGPT 5 is incremental rather than a paradigm shift, but it still cost ~5x more to train than chatgpt 4. If frontier model costs are superlinear and there’s no strong moat, surely commodification is inevitable??
That would be great for consumers but I don’t understand what investors are thinking here. If there’s no big discontinuous breakthrough, what’s left? only thing I can think of is they’re betting on oligopoly/cronyism/platform lock-in kinda dynamics, which is not very inspiring 🧐