[waldarbeiter]

There seems to be a moat like infrastructure/gpus and talent. The best models right now come from companies with considerable resources/funding.

[esperent]

Right, but that's a short term moat. If they pause on their incredible levels of spending for even 6 months, someone else will take over having spent only a tiny fraction of what they did. They might get taken over anyway.

[raincole]

> someone else will take over having spent only a tiny fraction of what they did

How. By magic? You fell for 'Deepseek V3 is as good as SOTA'?

[Gud]

By reverse engineering, sheer stupidity from the competition, corporate espionage, ‘stealing’ engineers and sometimes a stroke of genius, the same as it’s always been