[janalsncm]

> The model is the moat

What model? GPT4o certainly isn’t a moat for open ai. They need to keep training better and better models because qwen3, kimi k2.5 etc constantly nipping at their heels.

> Wrong. They will use the model that gives them an edge. If they are using a PhD but their competitors are using Einstein, they will lose.

It depends on the business. As much as I’d love to engage a PhD or an Einstein in my Verizon customer support call, it isn’t going to net the call center any value to pay for that extra compute.

[intrasight]

It's a moat. Yes, they must keep refilling it, but it's all they have.

My PhD vs Einstein analogy was bad. What I mean is stupid vs smart. Nobody is going to pay for a stupid model when they can pay a bit more for smart.

[xyzsparetimexyz]

But what if all models that are smart enough for the task? Then its about price no?