[ironhaven]

Don't you have that backwards? If AI gets so good that it can replace all human labor, will capital like money and data centers be the only moat left?

[georgemcbay]

> If AI gets so good that it can replace all human labor, will capital like money and data centers be the only moat left?

If AI gets good enough to replace all human labor then actual physical moats to keep the hungry, rioting replaced humans away will be the most important moats.

[alfiedotwtf]

Did you see those Chinese robots from last week? I’m pretty sure they’ve got their moats covered

[satvikpendem]

Which is bought by money in the first place, see billionaire doomsday bunkers. The poor will not have such a bunker.

[crazylogger]

Money is useful mostly for hiring human labor to outcompete others, e.g. Satya Nadella has 100K employees under his command, you don't, so you can't realistically compete with MS today - this is their main moat.

If AI renders human labor a cheap commodity (say you can orchestrate a bunch of agents to develop + market a Windows competitor for $1000 of compute), what used to be "Satya + his army vs. you" now becomes mostly a 1:1 fair fight, which favors the startup.

[seg_lol]

Frankly, you have a pretty good chance of displacing windows right now. You should go for it.

[toomuchtodo]

How powerful is the device you wrote this comment from? On prem or self hosted affordable inference is inevitable.