> would be a great moat
I hope we never find good moats. I hope that progress in AI is never bottlenecked on technology that centralizes control over the ecosystem to one or a handful of vendors. I want to be able to run the models myself and train them myself. I don't want to be beholden to one company because they managed to hire up all the people building fancy optical chips and kept the research for themselves.
Pepper your angus because that's the endgame of all the people playing this game right now
From a “business is interesting” perspective, I love being surprised by clever competitive moves.
From an “AI is the ultimate technology of technologies, and if competitively compounding, the ultimate enabler of power centralization”, I don’t want any serious moats either.