Comment by misterbwong
3 hours ago
It might become a triple-whammy benefit for them. More efficient compute, as you said, but also a bot capability creates a better moat around their infra ecosystem and the amount of training data that can come from a bot ecosystem is significant.
Models are becoming increasingly interchangeable but setting up and maintaining (!!) the ecosystem still takes expertise. Not everyone wants to host their own MicroVM infra and would happily pay Anthropic/Grok/OpenAI to do it for them.
I don't know. I think the moat will come from enterprise deals and deep enterprise integration, like it does for almost all software products so far.
I think for B2C products to have moat you need some type of network like social media apps. Or can you think of any other examples of B2C software products that have a strong moat?
Lol please stop with this 'moats' discussion.
Moats become known ex-post not ex-ante. shake my head its getting boring! Every other post seems to be a moats and most of you haven't got a faintest clue of what a durable competitive advantage is and how it actually gets created.
I like how you can exchange the word moat with monopoly.
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