Extinction-Level Capitalism

Post by lostmsu » Sun, Jun 21, 2026, 12:27 PM UTC

aniceperson wrote: post #79

swiftcoder wrote: post #45

There's a core problem this analysis overlooks: OpenAI and Anthropic don't have a moat. The Chinese labs are consistently able to replicate their LLM capabilities a few months after the fact, and then release open-weight models a few months later... The only way for "Big AI" to become a thing is for them to establish a moat, and right now the only path to that appears to be achieving regulatory capture in the US, whi…

You are not allowed to use any model from Chinese labs at American companies. Even from other companies like Mistral it is hard to get access, since enterprises require their own instances on vertex/bedrock/azure, and to run alternatives you have to go through multiple layers of management. In practice, no employee will proactively advocate for alternative models and the oligopoly is written in the wall, specially si…