3 ms·
It's pretty clear the base model is a race to the bottom on pricing. There is no defensible moat unless a player truly develops some secret sauce on training.
by adam_arthur 2y ago
It's pretty clear the base model is a race to the bottom on pricing.
There is no defensible moat unless a player truly develops some secret sauce on training. As of now seems that the most meaningful techniques are already widely known and understood.
The money will be made on compute and on applications of the base model (that are sufficiently novel/differentiated).
Investors will lose big on OpenAI and competitors (outside of greater fool approach)
- lolinder 2y ago> There is no defensible moat unless a player truly develops some secret sauce on training. This is why Altman has gone all out pushing for regulation and playing up safety concerns while simultaneously pushing out the people in his company that actually deeply worry about safety. Altman doesn't care about safety, he just wants governments to build him a moat that doesn't naturally exist.