The Ledger
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Masad: Frontier AI pricing pressure is low with only two true competitors
“I think part of it is we're living in a world where the true frontier models is actually just between GPT-V and Claude. And so there's no, not a lot of pricing pressure.”
Osika: OpenAI's GPT-o1 falls short by optimizing everything into one model
“The biggest part of GPT-V that's disappointing is that now they have to optimize all these different things into one model. Before it was like different models, and they had to do it really fast. So it's inevitably going to fall short in some dimensions.”