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by infecto
615 days ago
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Not sure if you are trying to prove my point or not. Indeed businesses are complex. With every wave there are a large number of copycats and business with no moats. Many factors go into who win and who does not. Unlike blockchain and whatever you are trying to prove. There is already value being proven with the current wave in AI. Overvalued in the near term but undervalued long term. Not sure anyone was trying to say no code apps would win. We can already see that it’s possible to create comparable models in the LLM space. You could just as easily run your business off OpenAI models through azure. You have a hard sell trying to convince that azure is going to steal your data and roll a product of their own. Might as well tell us aws is stealing your web app. |
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Yeah maybe we’re talking over each other. My point is that it all depends on what you build. A wrapper with an elaborate prompt does not too me sound like moat (I can be wrong). That’s where the bigger fish would not leave money on the table and eat them all.
That said, I suspect the company in question has much more moat than that. End user products make or break based on details in UX, even if they’re “doing the same thing” from 1000m away. And once the dust settles, the tech that’s integrated well into products win anyway, no matter the VC hype and valuations.