| ▲ | thewebguyd 5 hours ago | |
Kind of reinforces that a model is not a moat. Products, not models, are what's going to determine who gets to stay in business or not. | ||
| ▲ | gregpred 5 hours ago | parent | next [-] | |
Memory (model usage over time) is the moat. | ||
| ▲ | energy123 5 hours ago | parent | prev [-] | |
Narrative violation: revenue run rates are increasing exponentially with about 50% gross margins. | ||