Excellent comment. Shows good awareness of economic forces at play here.
We are just going to use whatever LLM is best fast/cheap and the giants are in an arms race to deliver just that.
But only two companies in this epic techno-cold war have an economic moat but the other moat is breaking down inside the moat of the other company. The moat inside the moat cannot run without the parent moat.
We are just going to use whatever LLM is best fast/cheap and the giants are in an arms race to deliver just that.
But only two companies in this epic techno-cold war have an economic moat but the other moat is breaking down inside the moat of the other company. The moat inside the moat cannot run without the parent moat.