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Moat is a business term coined by Warren Buffett. It's a competitive advantage that isn't easily overcome and allows a company to earn high margins. I don't th
by leereeves 4y ago
Moat is a business term coined by Warren Buffett. It's a competitive advantage that isn't easily overcome and allows a company to earn high margins.
I don't think there are any examples in the context of AI. As the post says, no one in the AI space has a moat right now.
- sterlind 4y agoHistorically, datasets have been a moat. Google had a massive head start from having a massive search index and user data. Then access to compute became the moat - fully training a trillion-parameter language model has only been in reach for megacorps. But now, there's a ton of publicly-available datasets, and LLaMA showed that you don't need massive numbers of parameters.