Grady Booch提出了一个清晰的未来图景：LLM变成商品后，赢家靠什么。想理解AI行业长期竞争逻辑，可以看看。
计算机科学家Grady Booch在X上表示，LLM最终会成为商品，价格竞争趋于零。随着开源模型（如Llama、Mistral）扩展，模型间优势缩小，价值将转向神经符号框架，包括智能体、智能体编排、工具链和插件。前沿AI机构的闭源模型也会被开源框架超越。最终只有少数数据中心运营者幸存，但随着计算能力提升，越来越多系统将本地运行。
Good observations
Good observations Grady Booch @Grady_Booch In the fullness of time, LLMs will eventually become commodities and their price will be a race to the bottom. As the competitive advantage of one LLM over another shrinks - particularly as open source models expand - the value proposition will turn to the neuro/symbolic harnesses that use those models, structures that encompass agents, agent orchestration, tooling, and component plugins. Even those from frontier AI organizations will fall to open source frameworks. The last thing standing will be those who command the data centers on which these things run, and even then, that will become a commodity, with the number of players shrinking to just a few survivors. They too will find pressure: as computational power rises, more and more such systems will be run locally. 🔗 View Quoted Tweet 💬 0 🔄 0 ❤️ 5 👀 3133 📊 1 ⚡