Comment by aurareturn
2 days ago
Normal software has way less moat than SOTA labs.
SOTA AI models can have different architectures, vastly different compute in training, different ways of inferencing, different input data, different RL, and different systems around the model. Not to mention the significant personal user data that OpenAI is collecting.
Saying SOTA AI models are like sugar is insane.
What matter are the results. I'd say that Chinese companies are probably getting a better ROI from their projects using models a few months behind western models, because any deficiency in the models is surpassed by better engineering and better market fit of what they are building over those agents.
Chinese companies like Alibaba just came out and said they're falling farther behind from American companies due to lack of compute.
Compute is a moat.
Strange considering all the compute in the world is built over there in South East Asia.