5 ms·

There seems to be a moat like infrastructure/gpus and talent. The best models right now come from companies with considerable resources/funding.

• esperent 7mo ago
  Right, but that's a short term moat. If they pause on their incredible levels of spending for even 6 months, someone else will take over having spent only a tiny fraction of what they did. They might get taken over anyway.
  • raincole 7mo ago
    > someone else will take over having spent only a tiny fraction of what they did How. By magic? You fell for 'Deepseek V3 is as good as SOTA'?
    • Gud 7mo ago
      By reverse engineering, sheer stupidity from the competition, corporate espionage, ‘stealing’ engineers and sometimes a stroke of genius, the same as it’s always been