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If meta keeps spending tens of millions of dollars each year to release free AI models it might seem like there is no moat, but under normal circumstances would
by staticman2 3y ago
If meta keeps spending tens of millions of dollars each year to release free AI models it might seem like there is no moat, but under normal circumstances wouldn't the cost to develop a free model be considered a moat?
- rvz 3y ago> If meta keeps spending tens of millions of dollars each year to release free AI models it might seem like there is no moat, As well as the point being that Meta (and Google) is removing the 'moat' from OpenAI and other cloud-only based models. > but under normal circumstances wouldn't the cost to develop a free model be considered a moat? Yes. Those that can afford to spend tens of millions of dollars to train free models can do so and have a moat to reduce the moats of cloud-based models.