3 ms·

I think there are going to be no real moats here at all since all it takes is access to chips and money to make this happen.

Mountain_Skies 2y ago
And expertise, which is where you have to pay for quality, something that makes corporations in the West have an existential crisis.
- deleted 2y ago
  [deleted]
- SpicyLemonZest 2y ago
  Not really sure what you’re referring to here. There’s multiple AI companies around who routinely pay expert ICs close to a million a year.
  - psb217 2y ago
    That's mostly just from cliques of friends hiring each other back and forth, forever ))<>((. OpenAI tries to win by hiring from Anthropic. Anthropic tries to win by hiring from OpenAI. Meta tries to win by hiring from Google. Google tries to win by hiring from Meta. In the end, the net set of engineers and researchers at these companies doesn't change, but median comp among the in-crowd goes up 50%. It's a great gig if you can get it.
    - SpicyLemonZest 2y ago
      The reason these kind of cliques form is that experts enjoy talking to and working with other experts. I know multiple people who've been able to enter them from outside, they're not closed circles.
      - psb217 2y ago
        That's true enough. The problem is that they quickly turn into echo chambers where "is an expert" means "shares our opinions." Once these communities become established (in academia or industry), the appetite for novelty and innovation drops sharply.
- memhole 2y ago
  Huggingface just released their r1 reproduction. This definitely conforms with my suspicions that LLMs have very little to no margin inherently.
- blibble 2y ago
  "it's fine, we'll just use AI to replace engineers"
- tetris11 2y ago
  The expertise comes first from innovation out of universities, and then refinement out of corporations. Open models aren't going away anytime soon
moralestapia 2y ago
"all it takes is billions of dollars" Well ... there's your moat.

Mountain_Skies 2y ago

And expertise, which is where you have to pay for quality, something that makes corporations in the West have an existential crisis.

deleted 2y ago
[deleted]
SpicyLemonZest 2y ago
Not really sure what you’re referring to here. There’s multiple AI companies around who routinely pay expert ICs close to a million a year.
- psb217 2y ago
  That's mostly just from cliques of friends hiring each other back and forth, forever ))<>((. OpenAI tries to win by hiring from Anthropic. Anthropic tries to win by hiring from OpenAI. Meta tries to win by hiring from Google. Google tries to win by hiring from Meta. In the end, the net set of engineers and researchers at these companies doesn't change, but median comp among the in-crowd goes up 50%. It's a great gig if you can get it.
  - SpicyLemonZest 2y ago
    The reason these kind of cliques form is that experts enjoy talking to and working with other experts. I know multiple people who've been able to enter them from outside, they're not closed circles.
    - psb217 2y ago
      That's true enough. The problem is that they quickly turn into echo chambers where "is an expert" means "shares our opinions." Once these communities become established (in academia or industry), the appetite for novelty and innovation drops sharply.
memhole 2y ago
Huggingface just released their r1 reproduction. This definitely conforms with my suspicions that LLMs have very little to no margin inherently.
blibble 2y ago
"it's fine, we'll just use AI to replace engineers"
tetris11 2y ago
The expertise comes first from innovation out of universities, and then refinement out of corporations. Open models aren't going away anytime soon

moralestapia 2y ago

"all it takes is billions of dollars" Well ... there's your moat.