You need the infrastructure to train and run it regardless though. Kimi is great but I'm not getting the same performance from it running it on my MacBook or a 3090 as it running on a H100 or a Grace Hopper supercomputer. Pretend you did have said moat. Why wouldn't you also books infrastructure to run it on?
> Its not anywhere close
Close to what, and how are you measuring?
> nobody in the USA would be spending 7 figures on infrastructure for it
Au contraire, if AI had a moat it would pay for itself. They're funneling capital into infrastructure because they know it can't.
You need the infrastructure to train and run it regardless though. Kimi is great but I'm not getting the same performance from it running it on my MacBook or a 3090 as it running on a H100 or a Grace Hopper supercomputer. Pretend you did have said moat. Why wouldn't you also books infrastructure to run it on?
> Why wouldn't you also books infrastructure to run it on?
No, you wouldn't be using venture capital to overprovision your AI a hundredfold if selling AI was the end goal.
What?