I think the 'models have no moat' thing is overblown. Only like 3-4 companies in the entire world have cutting edge models, that means there is some kind of moat...

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rvnx 6 hours ago | parent | next [-]

Money.

That's their moat.

Maybe also stolen copyrighted content that cannot be found anywhere else now, so they are the only ones who can train on it.

	▲	gordonhart 3 hours ago \| parent [-]
		Meta has tons of that, but no frontier contender. Clearly there’s _something_ more to the equation than money

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seydor 6 hours ago | parent | prev | next [-]

money. but it eventually runs out

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rvnx 6 hours ago | parent [-]

A little IPO is the solution.

Don't we all want to (automatically) and passively invest in a company losing billions of dollars ?

At least we can diversify our portfolio from SpaceX.

	▲	tcp_handshaker 6 hours ago \| parent [-]
		Pre-Quote: "We are all going to lose, hundreds of billions"

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6 hours ago | parent | prev [-]

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