I guess what they really want is to limit sale of AI models to compliant vendors and then raise the bar to compliance just high enough so they can pass it but smaller labs can’t. There’s no moat, it’s an efficient market that drives margins to zero right now, of course they don’t want that, collusion of the big vendors is the next logical step.
> There’s no moat People keep saying this, and while it may be partially true, it misses a very important detail. Right now, overall compute is a moat. Someone even commented on another of my comments that one reason Google is lagging is they don't have the same level of Nvidia farms as OpenAI and Anthropic. A big reason that OpenAI and Anthropic are racing so fast is they both want to get to recursive self improveme…
Very true. Or further, access to capital is the moat. It is the very reason that we don't have a real open-source community that trains frontier models - individuals simply can't afford the training infrastructure, nor sufficient high-quality training data.