No, because compute, not model ability, is the moat.
The second moat is convenience, which all the big labs make it (comparatively) easy to glide into their models.
No, because compute, not model ability, is the moat.
The second moat is convenience, which all the big labs make it (comparatively) easy to glide into their models.
I don’t know if convenient is a moat when it makes switching very easy