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.
replyThere is no moat. At the moment, all of these companies are burning money to gain mindshare and market share. That's what Thinking Machines is doing; they're not looking for a business model.
replyNobody in the LLM world has a moat, or even an actual business model
replyI don't know why people keep saying there's no moat. There's no moat. Having a FUCK ton of money to train these gigantic fucking models and retain the brains to make it happen is a moat.
replyYou're not going to train one using a VPS from LowEndBox.
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.
replyuse open models to gain marketing/users/attention and then go closed? maybe
replyThere are no moats. LLM's are a commodity. The point in spending all of the billions is to have strong domestic open-weight models.
replyOne of the worst case scenarios regarding LLM's is monopoly control, so these billionaires know they need to invest in competition.
[flagged]
replyMira Murati's success isn't because she's a woman.
reply