I think I generally agree with you - OpenAI and anthropic will probably succeed here. If the ai bubble pops, they’ll come out on top.
I just think the whole “moat” discourse is silly. OpenAI and Anthropic’s success depends on the same thing every business’s success depends on: their customer base, and their continued delivery of services their customers want to pay for. Not their tech or their compute or anything else. They have no moat because moats aren’t a thing.
I just think the whole “moat” discourse is silly. OpenAI and Anthropic’s success depends on the same thing every business’s success depends on: their customer base, and their continued delivery of services their customers want to pay for. Not their tech or their compute or anything else. They have no moat because moats aren’t a thing.