Earlier quoted context omitted.
[flagged]
Rigghht. If you're trying to make a point, go ahead and be straighter about it.
Straighter about it??
The Moat or the Commons
31–39 of 39 posts
Re: The Moat or the Commons
#32I think it's good to note that there are scenarios where the trend of open models keeping up will not continue forever. AI development speed is increasingly influenced by the quality of the model you are able to use internally. The frontier labs could easily pull ahead again if they increasingly withhold their best models (e.g. Claude Mythos) from the public entirely. They will benefit from increased R&D speed intern…
A bag of weights is not a product, but a component of a product. The models won't be that important at the end of the day. They are already good enough, or almost so.
The agentic tooling and harnesses will be what's important... and nobody has a moat with those, either. At least not until the easy money runs out and the patent suits start flying back and forth.
Re: The Moat or the Commons
#33Earlier quoted context omitted.
> It’s much more likely that performance will plateau and open weights will catch up asymptotically I really don't think so. This almost never structurally happens. I think it'll be more like Linux on the Desktop. Or Ubuntu on the smartphone. Or Firefox. We'll have open weights, but 99% of everything will go through hyperscalers.
> I really don't think so. This almost never structurally happens. > I think it'll be more like Linux on the Desktop. I think it will be Linux on the server, or the one that runs your watch, your phone, the radio or infotainment system in your car, maybe your thermostat, a bunch of medical devices and military devices, running in space shuttles and space stations and... You get the point. It's on everything.
The smartphone is the most important piece of infrastructure in the modern world, yet we have basically two vendors.
Unless something dramatically changes, that's the world we're in for.
Chinese foundation model providers are releasing fewer weights as they "catch up", not more. There's little incentive for anyone to dump on the market if they can't collect the proceeds.
Re: The Moat or the Commons
#34The moat is absolutely about integration, not the underlying tech/model.
Azure Copilot can charge whatever it wants because you can't use anything else.
Re: The Moat or the Commons
#35I can't tell if this was written by AI or by an author that has absorbed all of its worse tendencies, but past the bullet list at the front this was terrible writing. It's like the author was trying to meet a page requirement.
Def AI. Interesting perspective nevertheless
Re: The Moat or the Commons
#36Earlier quoted context omitted.
> I really don't think so. This almost never structurally happens. > I think it'll be more like Linux on the Desktop. I think it will be Linux on the server, or the one that runs your watch, your phone, the radio or infotainment system in your car, maybe your thermostat, a bunch of medical devices and military devices, running in space shuttles and space stations and... You get the point. It's on everything.
The smartphone is the most important piece of infrastructure in the modern world, yet we have basically two vendors. Unless something dramatically changes, that's the world we're in for. Chinese foundation model providers are releasing fewer weights as they "catch up", not more. There's little incentive for anyone to dump on the market if they can't collect the proceeds.
> The smartphone is the most important piece of infrastructure in the modern world, yet we have basically two vendors.
> Unless something dramatically changes, that's the world we're in for.
If you limit LLM use to cellphones, maybe, but that seems awful silly right now. And why would you when there's so many B2B or B2C tools and products for it to go in. No reason to consider the market to be that constrained IMO.
Re: The Moat or the Commons
#37Earlier quoted context omitted.
> I really don't think so. This almost never structurally happens. > I think it'll be more like Linux on the Desktop. I think it will be Linux on the server, or the one that runs your watch, your phone, the radio or infotainment system in your car, maybe your thermostat, a bunch of medical devices and military devices, running in space shuttles and space stations and... You get the point. It's on everything.
The smartphone is the most important piece of infrastructure in the modern world, yet we have basically two vendors. Unless something dramatically changes, that's the world we're in for. Chinese foundation model providers are releasing fewer weights as they "catch up", not more. There's little incentive for anyone to dump on the market if they can't collect the proceeds.
> There's little incentive for anyone to dump on the market if they can't collect the proceeds.
Foreign state actors are not lacking incentives when the entire US economy is propped up by overvalued and overhyped AI. Like dumping a model that runs at Opus 4.6 brains at a fraction of the price on non-nvidia hardware.
Re: The Moat or the Commons
#38Earlier quoted context omitted.
Rigghht. If you're trying to make a point, go ahead and be straighter about it.
Straighter about it??
Yeah, dude, stop being fucking weird. Im an adult, you're an adult that misinterpreted my gripe (with langchain mention, not the grammar)... If you want to get fussy, be better about it. Your fuss is annoying and unintuitive. Ask gen z for some advise.
Re: The Moat or the Commons
#39Earlier quoted context omitted.
Straighter about it??
Yeah, dude, stop being fucking weird. Im an adult, you're an adult that misinterpreted my gripe (with langchain mention, not the grammar)... If you want to get fussy, be better about it. Your fuss is annoying and unintuitive. Ask gen z for some advise.
You’re an adult??