Comment by firasd
1 day ago
Just serving the model over API seems like a natural fit and is what many of them are doing. So simply being the cloud provider for your own open weight model can be a source of revenue
1 day ago
Just serving the model over API seems like a natural fit and is what many of them are doing. So simply being the cloud provider for your own open weight model can be a source of revenue
What is the moat? The time it takes for AI to rewrite an efficient inference stack for a new model? Considering most LLMs follow a similar architecture, adapting to a new model shouldn't take that much time.
There is no moat. At the moment, all of these companies are burning money to gain mindshare and market share. That's what Thinking Machines is doing; they're not looking for a business model.
Nobody in the LLM world has a moat, or even an actual business model
I don't know why people keep saying there's no moat. There's no moat. Having a FUCK ton of money to train these gigantic fucking models and retain the brains to make it happen is a moat.
You're not going to train one using a VPS from LowEndBox.
But if people can download it for free, that is a drawbridge across the moat competitors can use to get the same model.
But so can everyone else. What’s the moat for spending all those billions. I understand the Chinese angle, they need to undermine American models as a matter of statecraft, but what is the business model here? It just seems like VC charity.
use open models to gain marketing/users/attention and then go closed? maybe
There are no moats. LLM's are a commodity. The point in spending all of the billions is to have strong domestic open-weight models.
One of the worst case scenarios regarding LLM's is monopoly control, so these billionaires know they need to invest in competition.
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Mira Murati's success isn't because she's a woman.
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