| ▲ | rwaksmunski 3 hours ago |
| As an investor, what's the moat here? Being 6 months ahead of China's open source/weight models? |
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| ▲ | 10xDev 3 hours ago | parent | next [-] |
| What is the moat of any tech company if they are using LLMs to build their products which can also be reverse engineered by an LLM? Hardware? |
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| ▲ | mjhay 3 hours ago | parent [-] | | For big ones it’s often network effects and/or friction. Those can be pretty good moats even with LLMs. These models are also nowhere near the point where they can actually reverse engineer complex products. | | |
| ▲ | hinkley 2 hours ago | parent [-] | | Network effects have subsequently been; shown to be logarithmic. You’re not getting 100x the benefit from 10x the users. You’re lucky to be getting 12x the benefit and you also have logarithmic increases in costs because there’s no such thing as economies of scale in software. You pay for every order of magnitude in hardware or software development costs. |
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| ▲ | le-mark 2 hours ago | parent | prev | next [-] |
| It was six months last year, it’s on the order of weeks now. Presumably they have unreleased models that are a step ahead still. The moat is capacity and how much of an ecosystem the can build around the llms; eg anthropic figma tool. |
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| ▲ | BoorishBears 40 minutes ago | parent [-] | | Oh how badly I wish this was true. How much easier my life would be if Chinese open models were even just 1 year behind outside of X posts and one-shots. My easy litmus test is would the year old model (Opus 4.5) being open sourced today would eat the traffic of every single Chinese model... and the answer is pretty much yes. Every Chinese model would throw away their work just to post-train or distill Opus 4.5 and get a more reliable model. |
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| ▲ | WarmWash 3 hours ago | parent | prev | next [-] |
| Having compute to serve the demand. |
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| ▲ | scottyah 2 hours ago | parent | prev | next [-] |
| I always bought on who I thought was best at attracting the best talent in the space, and for how long they could remain dominant in that. |
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| ▲ | rtpg 2 hours ago | parent | prev [-] |
| decent software stack that works out of the box. You can go very far in life with a thing that isn't futzy |
