There seems to be a moat like infrastructure/gpus and talent. The best models right now come from companies with considerable resources/funding.

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esperent 6 hours ago | parent [-]

Right, but that's a short term moat. If they pause on their incredible levels of spending for even 6 months, someone else will take over having spent only a tiny fraction of what they did. They might get taken over anyway.

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raincole 5 hours ago | parent [-]

> someone else will take over having spent only a tiny fraction of what they did

How. By magic? You fell for 'Deepseek V3 is as good as SOTA'?

	▲	Gud 4 hours ago \| parent [-]
		By reverse engineering, sheer stupidity from the competition, corporate espionage, ‘stealing’ engineers and sometimes a stroke of genius, the same as it’s always been