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What 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, adaptin
by charcircuit 3mo ago
What 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.