2023-11-14 39 英文报告下载
All this considered, we predict that GPT-5, once released, will turn this trend and be smaller than its predecessor. There will likely still be a push from the research community to experiment with larger models, but from a practical and commercial standpoint, the next state-of-the-art model will be smaller, not bigger. In addition, this overarching trend will result in AI models becoming increasingly commoditised, where more companies can run better AI models for cheaper. It is expected more companies will adopt AI features into their products, which in turn will make it increasingly difficult to market and sell AI features for a premium, seeing that it will become increasingly easy for competitors to provide the same offering at continuously lower prices until all excess earnings from AI features are competed away. When it comes to pure-play AI model providers like OpenAI and Anthropic, this commoditisation means it will likely become increasingly difficult for them to compete if all they do is provide access to an AI model through an API or chat interface. As such, we are already seeing these companies expanding their offering beyond the models by integrating closer with their customers, products and data, and providing extensions and supplemental features to their chat platforms.