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It depends on your views on LLMs

If your view is that LLMs only need minor improvements to their core technology and that the major engineering focus should be placed on productizing them, then losing a bunch of scientists might not be seen as that big of a deal.

But if your view is that they still need to overcome significant milestones to really unlock their value... then this is a pretty big loss.

I suppose there's a third view, which is: LLMs still need to overcome significant hurdles, but solutions to those hurdles are a decade or more away. So it's best to productize now, establish some positive cashflow and then re-engage with R&D when it becomes cheaper in the future and/or just wait for other people to solve the hard problems.

I would guess the dominant view of the industry right now is #1 or #3.




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