问 HN：大型语言模型商品化是否会导致增长持续，而不会出现修正？
1 分•作者: AbstractH24•大约 4 小时前
看来整个行业正在逐渐意识到许多人早已知晓的事——模型本身并不能构成坚实的护城河。它们衰退得很快，而且将模型用于诸如整理非结构化数据之类的基本任务，正迅速走向商品化。
直到现在我才完全意识到，这会如何改变初创企业的格局，并降低赢家通吃的可能性。拥有模型的人实际上并没有掌握所有权力。那些能够利用大型语言模型（LLM）创造价值的人才拥有真正的力量。这类似于使用特定的编程语言，很少是成功的关键。更重要的是，将代码转化为价值的能力。
这让我不禁思考——在真正出现一波通过使用 LLM 来颠覆社会、令人兴奋的新公司之前，行业是否需要经历一场类似互联网泡沫时期的调整？或者，这种转变可以不经历这样的调整吗？
我很难将这种情况与互联网时代进行比较。在那个时代，我们既经历了互联网泡沫的破灭，也见证了互联网彻底改变了社会。
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Seems like the broader industry is waking up to what many folks have know for a while — models themselves are not a protective moat. They decay quickly and using them for basic tasks like structuring unstructured data is quickly becoming commodified.<p>What I didn’t totally appreciate until now is how that shifts the startup landscape and makes a winner-take-all situation less likely. Those with the models don’t actually have all the power. Those who figure how to leverage LLMs to create value do. Similar to how the use of a particular programming language is rarely the key to success. Rather, the ability to turn code into value is.<p>So that makes me wonder - is the dot-com style correction in the industry required before we truly get a wave of exciting new companies emerge which upend society through the use of LLMs. Or can that shift happen without one?<p>I struggle to compare/contrast this to the dot com era. Where we had both the dot.com bubble burst and the internet totally change society.