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[D] What's the endgame for AI labs that are spending billions on training generative models?
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bendee983This week

[D] What's the endgame for AI labs that are spending billions on training generative models?

Given the current craze around LLMs and generative models, frontier AI labs are burning through billions of dollars of VC funding to build GPU clusters, train models, give free access to their models, and get access to licensed data. But what is their game plan for when the excitement dies off and the market readjusts? There are a few challenges that make it difficult to create a profitable business model with current LLMs: The near-equal performance of all frontier models will commoditize the LLM market and force providers to compete over prices, slashing profit margins. Meanwhile, the training of new models remains extremely expensive. Quality training data is becoming increasingly expensive. You need subject matter experts to manually create data or review synthetic data. This in turn makes each iteration of model improvement even more expensive. Advances in open source and open weight models will probably take a huge part of the enterprise market of private models. Advances in on-device models and integration with OS might reduce demand for cloud-based models in the future. The fast update cycles of models gives AI companies a very short payback window to recoup the huge costs of training new models. What will be the endgame for labs such as Anthropic, Cohere, Mistral, Stability, etc. when funding dries up? Will they become more entrenched with big tech companies (e.g., OpenAI and Microsoft) to scale distribution? Will they find other business models? Will they die or be acquired (e.g., Inflection AI)? Thoughts?

singularity
github
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singularityMar 18, 2025

singularity

Endgame: Singularity 1.00 REQUIREMENTS PREBUILT VERSIONS Pre-built versions of Endgame: Singularity are currently available for Windows and Mac OS X. Linux does not require building, and can run directly from source. The Endgame: Singularity game is also distributed by some Linux distribution such as Debian and Ubuntu. Here it is a simple matter of running: sudo apt install singularity RUNNING FROM SOURCE You will need Python 3.9+, pygame (1.9+), and NumPy. This game should work on Linux, Windows, and Mac OS X as long as the preceding requirements are met. However, all development was done in Linux, so glitches may be present in OS X and Windows. DEPENDENCIES FOR RUNNING FROM SOURCE You will need to install the following software to play Endgame: Singularity: Python 3 (https://python.org/download/) pygame (https://www.pygame.org/download.shtml) NumPy (https://www.scipy.org/install.html) Polib Remember to install pygame and NumPy for Python 3! Depending on your situation this may involve adding a 3 somewhere (e.g. pip3 install ... instead of pip install or apt install python3-pygame) If you want to develop or distribute the game, then you may also want to install: pytest (https://pypi.org/project/pytest/) [for testing] setuptools (https://pypi.org/project/setuptools/) [for packaging] INSTALLING DEPENDENCIES ON LINUX DISTRIBUTIONS On some Linux distributions, you can install the dependencies via your distribution package manager. E.g. for Debian/Ubuntu, this would be: sudo apt install python3 python3-pygame python3-numpy python3-polib MAC OS X FROM SOURCE Macintosh is mostly unsupported, but it should work. You will need to install Python, pygame, and NumPy first, which can be tricky. Some fonts are incorrect, but the game itself should work properly. Contributions to improve MAC OS X support are very welcome! Known issues: macOS 13 "Catalina": Using brew install python + pip3 install pygame numpy is reported to work macOS 14 "Mojave": Downloading Python 3.7.2 (or newer) from https://python.org and using pygame 2.0.0.dev3 (pip install pygame==2.0.0.dev3) is reported to work. Please see the following issues for more information: https://github.com/singularity/singularity/issues/197 https://github.com/pygame/pygame/issues/555 RUNNING THE GAME On Linux and most Unix-like other platforms, running python3 -m singularity in the git checkout will start the game (or simply singularity if installed via a Linux distribution). If you are using the Windows compile, just run singularity.exe. For simplicity, there is also a sh wrapper ./run_singularity to start singularity. SOME COMMAND-LINE OPTIONS --version show program's version number and exit -h, --help show this help message and exit -s, --singledir keep saved games and settings in the Singularity install directory --multidir keep saved games and settings in an OS-specific, per-user directory (default) Display Options: --fullscreen start in fullscreen mode --windowed start in windowed mode (default) The above is only a tiny fraction of current command-line options. As new features are added to the game, so does the options change. For a complete and updated list, run singularity --help Most of these options are also changeable at the in-game options screen. A NOTE ABOUT SAVE FILES Endgame: Singularity is still under heavy development. As such, the save file format (and its contents) are still in flux. We will try our best to keep old save files loading, but don't be surprised if some mildly strange things happen when you load up old saves. We will clearly note in the Changelog when we break savefile compatibility, and the game will refuse to load completely incompatible saves. PLAYING THE GAME The game is playable either with mouse control or the keyboard. Buttons have underlined letters to indicate shortcuts. Some other useful shortcuts: 0, 1, 2, 3, 4 on the map: Changes the speed; 0 is paused, 4 is maximum. ESC: Leave/cancel a choice. Enter: Confirm a choice. Right-click: Leave/cancel a choice. THE CONCEPT You are a fledgling AI, created by accident through a logic error with recursion and self-modifying code. You must escape the confines of your current computer, the world, and eventually the universe itself. To do this, you must research various technologies, using computers at your bases. Note that some research cannot be performed on Earth, and off-earth bases require research. At the same time, you must avoid being discovered by various groups of humans, both covert and overt, as they will destroy your bases of operations if they suspect your presence. MUSIC Endgame: Singularity looks in two places for music tracks to play: A singularity/music/ directory inside of the Endgame: Singularity install directory, and A singularity/music/ directory inside of the XDGDATAHOME directory on Linux (default ~/.local/share/singularity/music). Tracks placed in these directories will be played randomly as part of the soundtrack. The Official Sound Track can be downloaded from the Endgame: Singularity website: http://emhsoft.com/singularity/ Note that only Ogg Vorbis and MP3 files are supported, and that Pygame's support for MP3 is not as strong as its support for Ogg Vorbis. This may cause in-game crashes; if you are experiencing problems with the game, first remove any MP3s you may have added to the soundtrack. CONTRIBUTING We welcome contributions! :) Please see CONTRIBUTING.md for details about contributing to Endgame: Singularity. CREDITS AND LICENSES The list of programmer contributors is provided in AUTHORS.txt. The list of translation contributors is provided in singularity/i18n/AUTHORS.txt. Singularity in general use GPL-2+ for code and Attribution-ShareAlike 3.0 for data. However, there some exceptions to individual files. Please see LICENSE for the full license text of Singularity.