The way I see it, AI is more comparable to some sort of utility. Like electricity, internet, etc. - and should be priced that way. If we ever get to "true" AGI, and the open source models also get there, what's the moat? Access to compute could be the differentiator.
This is pretty much false. There's a lot of art and technique that goes into creating a model. A model is also clearly not fungible - it has certain characteristics and behaves a certain way. It is fungible in the same way humans are fungible.
> Access to compute could be the differentiator.
Already is the differentiator even with the models we have now which while having differences are mostly swappable for a lot of users/use cases.
For all that the local models have improved (and Qwen 3.8 27b is still impressing me) they aren't what you can run (or would run) if you have an entire data centre stuffed with H200's.
All this does is further widen the divide we already know exists by those with access to resources using them to increase their access to resources and those without getting to watch because there isn't much they can do without resources.