[sghiassy]

Because building a frontier model is expensive. But building a model as good as an existing frontier model is cheap (re: distillation).

https://en.m.wikipedia.org/wiki/Knowledge_distillation

So the takeaway is they have no moat

[majewsky]

Link without mobile UI: https://en.wikipedia.org/wiki/Knowledge_distillation

[infecto]

Beautiful and concise, much better than my word salad.