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That’s an argument for a cloud LLM service, sure, but the hyperscalers can do that by themselves with the weights. What’s the moat for trillion dollar AI compa
by Chance-Device 13d ago
That’s an argument for a cloud LLM service, sure, but the hyperscalers can do that by themselves with the weights.
What’s the moat for trillion dollar AI companies? Access-anywhere convenience for models as good as everyone else’s?
- kllrnohj 13d agothe trillion dollar AI companies will be the chip designers for the hyperscalers, and probably not worth a trillion dollars as a result