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I think you have a super good point. Cost of anything that is purely driven by code is falling like a rock now. I don't have an answer to this question. I don
by gametorch 1y ago
I think you have a super good point.
Cost of anything that is purely driven by code is falling like a rock now.
I don't have an answer to this question. I don't have an answer to the moat question.
Best guess is some sort of "network/platform value" upon which you deliver the commoditized output of a model.
- msgodel 1y agoCode was always cheap, anyone could write it and it's really not hard to learn. I don't think LLMs change that.
- alganet 1y ago> Code was always cheap It is more correct to say that cheap code always had a large supply compared to expensive code, and LLMs haven't changed that. Expensive code, though, is expensive. LLMs also haven't changed that. Expensive code accurately and efficiently encapsulates knowledge. There is no horizon for humans getting rid of this need.
- alganet 1y agoI know nothing about moat or network or anything like that. This is basic stuff. People have money. People use money to buy things. Money is limited. It can move, and shift, but not grow. People earn X and will spend a portion of that on stuff on different things. If there's a lot of similar competitors of similar cost and quality, they'll share the money pool (what people are willing to spend on your kind of thing). AI is, therefore, irrelevant. It drives your costs down, but it also drives the cost down for everyone. Any competitor can use it to achieve similar results. If you base your production on it, you get no edge. What can you do that is unique and you can offer to your potential customers?