top | item 46958178 (no title) waldarbeiter | 20 days ago There seems to be a moat like infrastructure/gpus and talent. The best models right now come from companies with considerable resources/funding. discuss order hn newest esperent|20 days ago Right, but that's a short term moat. If they pause on their incredible levels of spending for even 6 months, someone else will take over having spent only a tiny fraction of what they did. They might get taken over anyway. raincole|20 days ago > someone else will take over having spent only a tiny fraction of what they didHow. By magic? You fell for 'Deepseek V3 is as good as SOTA'? load replies (1)
esperent|20 days ago Right, but that's a short term moat. If they pause on their incredible levels of spending for even 6 months, someone else will take over having spent only a tiny fraction of what they did. They might get taken over anyway. raincole|20 days ago > someone else will take over having spent only a tiny fraction of what they didHow. By magic? You fell for 'Deepseek V3 is as good as SOTA'? load replies (1)
raincole|20 days ago > someone else will take over having spent only a tiny fraction of what they didHow. By magic? You fell for 'Deepseek V3 is as good as SOTA'? load replies (1)
esperent|20 days ago
raincole|20 days ago
How. By magic? You fell for 'Deepseek V3 is as good as SOTA'?