[asdf1280]

The problem is that it’s already commodified; there’s no moat. The general tech practice has been capture the market by burning vc money, then jack up prices to profit. All these companies are burning billions to generate a new model and users have already proven there is no brand loyalty. They just hop to the new one when it comes out. So no one can corner the market and when the VC money runs out they’ll have to jack up prices so much that they’ll kill their market

[Wowfunhappy]

> The problem is that it’s already commodified; there’s no moat.

From an economy-wide perspective, why does that matter?

> users have already proven there is no brand loyalty. They just hop to the new one when it comes out.

Great, that means there might be real competition! This generally keeps prices down, it doesn't push them up! It's true that VCs may end up unhappy, but will they be able to do anything about it?

[frogperson]

The most isnt with the llm crestors, its with nvidia, but even that is under seige by Chinese mskers.

[squidbeak]

Compute is the moat.