3 ms·
The Moat is the people.
by mfalcon 2y ago
The Moat is the people.
- dave4420 2y agoWhich people?
- ANighRaisin 2y agoPeople with experience+talent in ML
- nasmorn 2y agoThat is only a moat if they manage to continuously improve the models. If improvements just slow down enough and the business gets disrupted by a mich cheaper good enough version it is game over for employing 1000s of 500k a year engineers
- lazyeye 2y agoI believe a large number of the people working at the big AI companies are foreign nationals and Im going to assume at least some of them have mixed loyalties.