I said this years ago, LLMs are a commodity (or were becoming one at the time). They are dime a dozen. Even the frontier ones. OpenAI and Anthropic have no moat.
No moat and competition is good for consumers though.
No moat and competition isn't always preferable over a competitive oligopoly (with some differentiation). The former ends up with politicians intervening way more like with solar, steel, agriculture ....
toephu2 · · focus · HN ↗
No moat and competition is good for consumers though.
boelboel · · focus · HN ↗