[nibab]

the email evidence confirms that infrastructure is one of the strongest moats in this space. From Elon:

"Not only that, but any algorithmic advances published in a paper somewhere can be almost immediately re-implemented and incorporated. Conversely, algorithmic advances alone are inert without the scale to also make them scary."

This is reinforced by the fact that infrastructure / training details are much more sparse in papers than algorithmic adjustments.

It's all about 1. researchers (capable of navigating the maze and carefully chosing what to adopt from the research space) 2. clean data 3. infrastructure