4 ms·
Just serving the model over API seems like a natural fit and is what many of them are doing. So simply being the cloud provider for your own open weight model c
by firasd 3mo ago
Just serving the model over API seems like a natural fit and is what many of them are doing. So simply being the cloud provider for your own open weight model can be a source of revenue
- dyauspitr 3mo agoBut so can everyone else. What’s the moat for spending all those billions. I understand the Chinese angle, they need to undermine American models as a matter of statecraft, but what is the business model here? It just seems like VC charity.
- 3848488459 3mo ago[flagged]
- fragmede 3mo agoMira Murati's success isn't because she's a woman.
- 3848488459 3mo agoshes not gonna date you
- kingleopold 3mo agouse open models to gain marketing/users/attention and then go closed? maybe
- wyre 3mo agoThere are no moats. LLM's are a commodity. The point in spending all of the billions is to have strong domestic open-weight models. One of the worst case scenarios regarding LLM's is monopoly control, so these billionaires know they need to invest in competition.
- charcircuit 3mo agoWhat is the moat? The time it takes for AI to rewrite an efficient inference stack for a new model? Considering most LLMs follow a similar architecture, adapting to a new model shouldn't take that much time.
- InsideOutSanta 3mo agoThere is no moat. At the moment, all of these companies are burning money to gain mindshare and market share. That's what Thinking Machines is doing; they're not looking for a business model.
- deleted 3mo ago[deleted]
- dgellow 3mo agoNobody in the LLM world has a moat, or even an actual business model
- bellowsgulch 3mo agoI don't know why people keep saying there's no moat. There's no moat. Having a FUCK ton of money to train these gigantic fucking models and retain the brains to make it happen is a moat. You're not going to train one using a VPS from LowEndBox.
- charcircuit 3mo agoBut if people can download it for free, that is a drawbridge across the moat competitors can use to get the same model.