At this point I'm pretty convinced that no new gigacorp will be emerge out of this generation of AI (LLM and vision models). OpenAI will have to continuously br

At this point I'm pretty convinced that no new gigacorp will be emerge out of this generation of AI (LLM and vision models). OpenAI will have to continuously bring their A-Game to stay 6 months ahead of everyone else. There is durable moat that they could hide behind in sight as of now. Of course they would like to construct a regulatory moat but it doesn't seem like there is a clear majority for this. I'm pretty sure and happy that this will probably turn out as a large consumer windfall. Actually comes right in time to counteract the strong inflationary forces that come with de-globalization and declining efficiency due to increasingly basing the economy on gov spending.