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firasdtoday at 7:19 PM2 repliesview on HN

Just serving the model over API seems like a natural fit and is what many of them are doing. So simply being the cloud provider for your own open weight model can be a source of revenue


Replies

charcircuittoday at 7:22 PM

What is the moat? The time it takes for AI to rewrite an efficient inference stack for a new model? Considering most LLMs follow a similar architecture, adapting to a new model shouldn't take that much time.

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dyauspitrtoday at 7:22 PM

But so can everyone else. What’s the moat for spending all those billions. I understand the Chinese angle, they need to undermine American models as a matter of statecraft, but what is the business model here? It just seems like VC charity.

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