Comment by aprilthird2021
2 months ago
But there's fierce competition since no moat. How will generated images and videos avoid being a stock photo situation?
2 months ago
But there's fierce competition since no moat. How will generated images and videos avoid being a stock photo situation?
The moat is the infrastructure needed to run this at "Google" scale for the entire planet. So far only OpenAI and Google have managed to pull that together. It's just really hard to raise the hundreds of billions you'd need for that.
If the moat is just infrastructure, there isn't really a moat then right?
Meta, Amazon, Google, Microsoft, and AliBaba all have similar cloud infra which could be utilized to provide this