OpenAI, a while back said their was no moat. You'll see these AI companies panic more desperately as they all realize it's true.
OpenAI, a while back said their was no moat. You'll see these AI companies panic more desperately as they all realize it's true.
That's different, though. If 20 other companies can host these models, you still have to trust them. The end result should be cheap hardware that's good enough to large a solid, mature LLM that can code comparably to a fast junior dev.
A more interim way to put it is "The current moat is hardware".