alt Hacker NewsThe moat is in sales, the model and its quality is largely irrelevant. Gross margins will be high enough for moats to not matter that much.
Replies
cm2187 • yesterday at 3:21 PM
I work for a large company and for any LLM I use professionally, whether programmatically or via a UI, I get to pick from a dropdown from Gemini, Claude, OpenAI and the open weight ones. We ain't locked in.
➕ show 1 reply
Not hosting in China will be a moat. Tech (software) never really experienced it, but the rest of Western industry all have stories of getting burned by China and their policy of ignoring IP rights.