Comment by gmaster1440
4 hours ago
I think we're basically agreeing here. Your point (if I'm reading it right) is that taste and discernment do scale, but the gains come through pretraining/parameter scaling, which is slow and expensive compared to the fast, cheap wins in math/coding from smaller models. So taste is more of a lagging indicator of scale. it improves, but it's the last thing people notice because the benchmarkable stuff races ahead. Which also means taste isn't really a moat, just late to get commoditized.
My point is more that since you can expect taste's commoditization to lag behind for deep fundamental reasons, then taste does serve as a moat. Just perhaps a weaker one than one would naively expect, and where you will have to frantically keep investing in it to stay ahead of the LLMs slowly catching up, as opposed to a permanent lock-in you can lazily monopolistically coast on indefinitely. (I'm reminded of Neal Stephenson's La Brea tarpit analogy for open source vs proprietary software in _In The Beginning was the Commandline_.)
Fair enough. I really like the tarpit analogy, wasn't familiar with it. You can keep pulling your feet out faster than the tar rises, as long as you're willing to keep spending the energy, possibly with diminishing returns over time.