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Their wordsPrivate to private mergers, when companies are still young, are much easier to get past regulators than public/private buys.
Our reading
The capital required to train frontier AI models locks the leading LLM makers into an oligopoly.
Their wordsOne could argue the current SOTA LLM models are reasonably locked into an oligopoly market due to ability to raise billions or tends of billions of dollars for the next giant model.
Their wordsI think Google is most likely to transition just fine (ie survivable vs existential), but many worry this will be an issue
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