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thewebguydyesterday at 6:46 PM2 repliesview on HN

Kind of reinforces that a model is not a moat. Products, not models, are what's going to determine who gets to stay in business or not.


Replies

gregpredyesterday at 6:47 PM

Memory (model usage over time) is the moat.

energy123yesterday at 6:49 PM

Narrative violation: revenue run rates are increasing exponentially with about 50% gross margins.