My personal theory is (assuming there really is no moat) whoever starts the latest with developing AI models might actually win as they should be able to develop a competitive product with significant less resources and initial investment resulting in a higher ROI. AI might even become a commodity.

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koe123 an hour ago | parent | next [-]

This is my secret hope for Europe!

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pkfz 38 minutes ago | parent | prev | next [-]

Given that the infrastructure won't be a moat and will become a commodity.

	▲	FinnKuhn 25 minutes ago \| parent [-]
		Based on historical developments the cost of compute will go down again eventually, decreasing the cost of training AI models of the same quality as today even further. That part is what I would be the most certain about.

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dgellow an hour ago | parent | prev [-]

That’s what we see in China