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OpenAI's real moat is all in their know-how about developing LLM architectures and training them. That stuff can be expected to be very hard to replicate, no m
by zozbot234 2y ago
OpenAI's real moat is all in their know-how about developing LLM architectures and training them. That stuff can be expected to be very hard to replicate, no matter how hard anyone tries. The best case for OpenAI is actually if the DeepSeek R1 improvements are genuine, and OpenAI can adopt them to make their upcoming models even more capable than they would be otherwise.
- rvba 2y agoThe best moat is that their technology is used by microsoft - who forced it on tons of paying subscribers. Of course microsoft can switch to a better model, but a better model will not easilu build such a such a big subscriber base. Now openai is powering tons of microsoft tools which are used by tons of people due to office integration.