Kind of reinforces that a model is not a moat. Products, not models, are what's going to determine who gets to stay in business or not.
Kind of reinforces that a model is not a moat. Products, not models, are what's going to determine who gets to stay in business or not.
Memory (model usage over time) is the moat.
Narrative violation: revenue run rates are increasing exponentially with about 50% gross margins.