| ▲ | charcircuit 3 hours ago | |
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. | ||
| ▲ | InsideOutSanta 3 hours ago | parent | next [-] | |
There 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. | ||
| ▲ | dgellow 2 hours ago | parent | prev | next [-] | |
Nobody in the LLM world has a moat, or even an actual business model | ||
| ▲ | bellowsgulch an hour ago | parent | prev [-] | |
I 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. You're not going to train one using a VPS from LowEndBox. | ||