[benterix]

> The AI companies will want to control what's possible and find new things to do that "need" their services.

That's correct. The problem is they have smart people, tons of money, and several years to figure that out, and the best thing they can come up is a coding agent.

[lazide]

That isn’t the best thing they’ve come up with. It’s a marquee product that is fit for public consumption, however.

The ‘best’ things are; - fuzzy pattern matching algorithms for traffic analysis, human and other image target recognition.

- targeting algorithms that identify ‘suspicious’ individuals in large volumes of metadata.

- fraud analysis

- antagonistic image and video generation, both for fooling other fraud analysis, but also for propaganda, screwing with other actors, etc.

- directed high speed content generation (text, pictures, video) to spam the ‘algorithm’ and allow near realtime identification of additional buttons to push for given target audiences.

- massive marketing/ad manipulation.

Those budget line items (and the suppliers) really want to stay off the radar however, as it makes their life harder.

[benterix]

But you're mentioning several things that predate the current LLM craze and belong to the ML domain. These mostly benefit from GPUs but often have much lower hardware requirements. I'm talking specifically about the moat of LLM providers.

[lazide]

Sure, but all fall under the same marketing umbrella.

Ad/marketing manipulation are exceptionally well done with LLMs in particular.

If you asked someone if drone auto targeting/image recognition or data analysis was ‘AI’, 99% of the time they’ll say yes.

[Dylan16807]

It doesn't matter what people call it. We're talking about maintaining a moat with extremely demanding use cases, and the extremely demanding range shrinks every few months.

[lazide]

I’m saying most of the moat was never there to begin with, and the rest is mostly immaterial to the bulk of the use cases.