3 ms·
both amazon and uber used that spending to deliver a network effect moat/almost monopoly. But openai's chance of a moat on model quality is dropping as we go,
by deepdarkforest 4mo ago
both amazon and uber used that spending to deliver a network effect moat/almost monopoly.
But openai's chance of a moat on model quality is dropping as we go, not increasing
- mike_hearn 4mo agoNeither Amazon nor Uber have monopolies nor much of a network effect. Amazon retail is or was famously low or near zero margin with their profits driven by AWS. Uber's margins are not much better than any average business.