alt Hacker NewsThere seems to be a moat like infrastructure/gpus and talent. The best models right now come from companies with considerable resources/funding.
There seems to be a moat like infrastructure/gpus and talent. The best models right now come from companies with considerable resources/funding.
Right, but that's a short term moat. If they pause on their incredible levels of spending for even 6 months, someone else will take over having spent only a tiny fraction of what they did. They might get taken over anyway.