We're regularly getting demonstrations that being at the frontier is no moat at all. "Run open weights locally" was literally on the HN front page a few days ago as a primary concern/competitor for the big US labs. So there's a big and meaningful gap between "not frontier" and "bottom feeder". There's just tons of applications where you don't need "the best" model, especially not tomorrow's best model.
Those things are not mutually exclusive. We can have open weight, yet close-to-frontier models. China has very strong models that can also run locally.
I wouldn't. I can think of at least 10 regulations (labor and environmental chef amongst them) that would render such a maker uncompetitive from the start. Chinese makers would eat its lunch.
Doesn't matter, we need to opt out of the rat race that consists of making the planet worse for the next generations in exchange of quick bucks for the oligarchs.
The same applies to labour conditions and quality standards. And don't bring up arguments like "it can't work" or "that hurt competitiveness": all workers around the world want the exact same thing, a livable planet for their children. The only ones to object are the global elite who one ends up defending when they make the current status quo sound inevitable.
> all workers around the world want the exact same thing, a livable planet for their children
Actually, they don't. First of all they want livable conditions for themselves. Ecologism is a hobby for people with full bellies.
I remember during communism which failed to even feed and clothe us - but The Party kept telling us that we were actually winning and we were so morally superior to those "corrupt capitalists". This is what happens when ideological justifications replace rational thought.
> Ecologism is a hobby for people with full bellies.
Almost the entire planet where this debate is raging, is the part of the planet where people have full bellies. On average, too full, even.
Ecologism is also a hobby for people that don't want their kids to starve, as people living in Mesopotamia around the time of Akkad, or people around the Sea of Aral starting in the 1980s have discovered.
> Almost the entire planet where this debate is raging, is the part of the planet where people have full bellies.
Exactly. And most of the pollution happens in the other part.
We’re crippling our economies and render our companies uncompetitive to merely export environmental effects around, while pushing our voter base to the extremes.
All for naught too, because when the orc armies come (attracted by our weakness to even defend ourselves) they will do the the environment what they did in Ukraine…
> And most of the pollution happens in the other part.
Where does it happen exactly?
> All for naught too, because when the orc armies come (attracted by our weakness to even defend ourselves) they will do the the environment what they did in Ukraine…
Who are the orcs here? Russia? Europe is rearming like it's the 1980s.
How much money are Europeans paying to US companies for AI services and how much are Americans paying to EU companies? I don't think it's a good idea to let billions of dollars go to other countries because you couldn't be bothered to build a competitive product.
Why hasn't Baidu taken over the world's search market?
What moat does Google have that's so special in search?
You need to spend hundreds of billions of dollars to scale globally in search. And you have to take the market away from Google at the same time. Good luck.
OpenAI and Anthropic are doing that right now in LLMs, hyper scaling to a billion people. Having a billion users you can actually serve is a moat.
When OpenAI is done attaching a full ad model to GPT, they'll be able to serve a billion users profitably globally with zero subscriptions. This is what keeps Google up at night: ~$500 billion in ad revenue up for grabs circa 2030.
Any service with hundreds of millions of users is a lucrative ad business. TikTok, YouTube, Instagram, Facebook, Google, Amazon.
OpenAI's moat, if they get there soon enough, is that they'll be able to lean into a high margin ad business to press down on the market and kill everybody. You won't be able to serve the infrastructure to compete at the cost structure they'll able to subsidize at via the high margin ad business. This is an extraordinarily straight-forward move, and it's comically anti-competitive, and nobody will stop them from doing it. Their mistake is that they're at least two years behind where they should be in advertising.
Anthropic is the one at the most risk from the Chinese models, they have the weaker everyday consumer side. Enterprise won't be supported by an ad model very well.
