Comment by bayindirh
17 days ago
Never underestimate the power of the second mover. Since the development is happening in the open, someone can quickly cobble up the information and cut directly to the 90% of the work.
Then your secret sauce will be your fine tunes, etc.
Like it or not AI/LLM will be a commodity, and this bubble will burst. Moats are hard to build when you have at least one open source copy of what you just did.
And next year your secret sauce will be worthless because the LLMs are that much better again.
Businesses that are just "today's LLM + our bespoke improvements" won't have legs.