alt Hacker NewsI think it mostly shows that there is no moat and the only advantage the U.S companies have over the Chinese is more compute. Qwen Max, Kimi K3, GLM 5.3 are really close to Opus/Sol/Fable/Astra and they are open weights.
Replies
I think it mostly shows that there is no moat
And no one would say that about TSMC.
So there is clearly a moat there somewhere.
bringing the price down b.c. competition != no moat.
There's not 100 frontier labs, it's not like airline companies
The "moat" is the "harness", the app.
For most people, the app IS the AI.
And even for its wonkiness, ChatGPT has had the best UX/UI of them all.
The way to win the AI wars in the eyes of the common folk is through the frontend, to be the Apple of AI, as it were.
they don't have moat in hardware either
Chinese counterpart like CXMT and Huawei is begin producing their own chip
You cant block an entire nation level effort with tariff
If there was no moat, nvidia and meta would have SoTA models too.
“there is no moat”, even though openai and anthropic both have paused development and are working off internal models that are like yet another revision ahead of what has even been released. and open source models only ever catch up to what is already publicly released because all they do is distill openai and antropic models. but yeah: “no moat”.
They have a lot of moat, i'm not sure what youa re talking about. Only amatures are using Qwen, open source stuff that is 3-8 weeks behind. Plus OpenAI has some verticals that keep people in there.
From my experience with complex coding tasks (AI infra), I don't think these open weight models are close.