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A lot of companies are starting to run towards open models on walled off infra. There might be a moat to be had in really good infra-as-a-service for hosting mo
by cmiles8 19d ago
A lot of companies are starting to run towards open models on walled off infra. There might be a moat to be had in really good infra-as-a-service for hosting models, but there’s zero moat to be had in the models themselves. Which is a problem for those trying to convince people a proprietary model company should be worth trillions.