问HN：大规模语言模型的商品化会导致经济增长持续而不发生修正吗？
似乎整个行业正在意识到许多人早已知道的事实——模型本身并不是一种保护性的护城河。它们迅速衰退，用它们来处理诸如结构化非结构化数据等基本任务正迅速变得商品化。
直到现在，我才完全意识到这如何改变创业生态，并使赢家通吃的局面变得不太可能。拥有模型的人并不一定拥有全部的权力。那些能够利用大型语言模型（LLMs）创造价值的人才是真正的赢家。这类似于特定编程语言的使用很少是成功的关键，真正的关键在于将代码转化为价值的能力。
这让我思考——在行业中是否需要经历一次类似于互联网泡沫破裂的调整，才能真正迎来一波通过使用大型语言模型颠覆社会的新兴公司？还是这种转变可以在没有这种调整的情况下发生？
我很难将这一点与互联网时代进行比较和对比。在那个时期，我们经历了互联网泡沫的破裂，同时互联网也彻底改变了社会。
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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.