[bayindirh]

Never underestimate the power of the second mover. Since the development is happening in the open, someone can quickly cobble up the information and cut directly to the 90% of the work.

Then your secret sauce will be your fine tunes, etc.

Like it or not AI/LLM will be a commodity, and this bubble will burst. Moats are hard to build when you have at least one open source copy of what you just did.

[SoftTalker]

And next year your secret sauce will be worthless because the LLMs are that much better again.

Businesses that are just "today's LLM + our bespoke improvements" won't have legs.