compute is not a moat, it's a rapidly depreciating physical asset. buying up all the shovels in a gold rush does not give you a moat, it gives you a slight advantage for the time being. someone else will just start making shovels. and the data is clearly available, hence the number of open-weight models.
replyIsn't a literal "moat" about temporary deterrence? I can imagine makeshift bridges could permanently make the moat useless.
replywell the boards have been laid across the two shores, and the enemies are now climbing the walls, i guess is what i'm saying. if they had a moat, it's been breached
replyyour post helped me realize a change Meta is pursuing on Instagram that is to give more weight to captions and long text posts so they can have more data to training that would usually go to websites/Google. Even AI slop is good for this.
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