3 ms·

This, and also building the marketing website. It feels really desperate

• red-iron-pine 3y ago
  "we have no moat"
  • visarga 3y ago
    Even not having a moat anymore, with their cash they might still be the biggest search provider 10 years from now. IBM still exists and is worth 146B. I wouldn't be surprised if Google still came out ok. Assuming they use unique data only they have to make a better LLM, then everyone is going to leech training examples from them bringing competition asymptotically closer, but never quite reaching. It's hard to copy-protect a model exposed to the public, as OpenAI is finding out. Many, many tasks can be executed on local GPUs today without paying a dime to OpenAI, there is no moat. AI likes to learn from other AIs. Give me a million hard problems solved step by step with GPT-5 and I can make Mistral much smarter. Everyone knows this dataset is going to leak in a few months.