[deepdarkforest]

both amazon and uber used that spending to deliver a network effect moat/almost monopoly.

But openai's chance of a moat on model quality is dropping as we go, not increasing

[mike_hearn]

Neither Amazon nor Uber have monopolies nor much of a network effect. Amazon retail is or was famously low or near zero margin with their profits driven by AWS. Uber's margins are not much better than any average business.