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?

▲

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.