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It's become rather clear from the local LLM communities catching up that there is no moat. Everyone is still just barely figuring out how this nifty data struc
by HNisCIS 9mo ago
It's become rather clear from the local LLM communities catching up that there is no moat. Everyone is still just barely figuring out how this nifty data structures produce such a powerful emergent behavior, there isn't any truly secret sauce yet.
- petesergeant 9mo agoI’d argue there’s a _bit_ of secret sauce here, but the question is if there’s enough to justify valuations of the prop-AI firms, and that seems unlikely.
- riku_iki 9mo ago> local LLM communities catching up that there is no moat. they use Chinese open LLMs, but Chinese companies have moat: training datasets and some non-opensource tech, and also salaried talents, which one would need serious investment for if decide to bootstrap competitive frontier model today.