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Replying to mjsw

The real moat, in my opinion, is the ecosystems of the Mag7 "everything companies". Using their own models across all their verticals is what makes them extremely difficult to compete with because they have so much proprietary data and integration to leverage. Releasing LLMs to the public is a gesture of enough goodwill to take the heat off the fact the Mag7 have monopolistic advantages.

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Hazey 11mo ago

I believe the only thing the Big Tech giants have is network effect. Their only true asset is user-capture. Everything else is easily replicable

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