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I think the frontier AI companies think you're missing key details: - they can still discover entire new untapped markets for AI (that, potentially, only their
by hungryhobbit 3mo ago
I think the frontier AI companies think you're missing key details:
- they can still discover entire new untapped markets for AI (that, potentially, only their models can unlock)
- they can find (novel, unique to them) ways to drive down the cost of running their models
- they can provide other ancillary value (e.g. write better harnesses) because of their expertise, and then charge for that value
I'm probably missing a few bullet points also. However, none of those are moats (or at least not yet) ... I'd consider them more like bets. The frontier AI companies are betting "the house" on them, and if they pay off they could, hypothetically, make them financially competitive.
- newswasboring 3mo ago> The frontier AI companies are betting "the house" on them, and if they pay off they could, hypothetically, make them financially competitive. They are not betting the house, they are betting the American economy on it. When this crashes it will take everyone down.
- unethical_ban 3mo agoI've been keeping my cash/stock ratio a bit higher than usual recently because I'm waiting for the bubble to burst. My "stock" side is mostly a company I work for that is riding the wave.
- newswasboring 3mo agoIt wouldn't matter how much money you have if everyone around you is stressed. We are social beings, on some level most people cannot enjoy in isolation for too long.