[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.