I don't agree "models won't be moats" If that's true, we'd at least see meta having a SoTa foundational model, and they haven't put one out. Nor has Microsoft

I don't agree "models won't be moats" If that's true, we'd at least see meta having a SoTa foundational model, and they haven't put one out. Nor has Microsoft, who would probably love to have some leverage against the OpenAI weird relationship they're in.