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What I take from this is that models are already commoditized, and it’s pretty clear nobody has a moat: routing for the models, they can be swapped whenever new
by dgellow 3mo ago
What I take from this is that models are already commoditized, and it’s pretty clear nobody has a moat: routing for the models, they can be swapped whenever new models are released, AI labs will have to continue to run on the treadmill non stop or be replaced. Long term I cannot imagine that business will be high margin. Routing for the harness, so anything that differentiate a provider vs another isn’t exposed to the user and isn’t too relevant.
One more datapoint for the thesis that OpenAI and anthropic aren’t viable, sustainable businesses, and cannot justify their $1T valuation and the level of compute commitment (reminder that OpenAI committed to >$750B in infra spending for 2030)
- OrangeDelonge 3mo agoDo you think Anthropic or OpenAI will eventually try to crack down on routing harnasses? Provide a more vertically integrated experience? They are already trying ro ship hardware products.
- gizmodo59 3mo agoI will believe there is no moat when the revenues for Anthropic is not 70B. It seems like people want to throw away money and they don’t like switching
- thereitgoes456 3mo agoThere is no evidence that Anthropic's revenue is 70B.
- dgellow 3mo agoTry, maybe. I don’t know how successful that can be. Will definitely be interesting to follow! Exciting times we are going through