ai companies have no moat. 

There's no future where power is centralized in a couple of giants with enough GPUs, the only possibility is multitudes of ais doing everyone's job.

"When models converge on quality, it'll be ideas that distinguish them."

Still not sure people truly understand quite how big a deal this is yet

What will also become clear over time is that while those taking data shortcuts enjoyed a short term advantage, open, artist led model networks will lap non artist led model orgs in terms of ideas and vision on where to take them

When models converge on quality, it'll be ideas…

Mat Dryhurst

"When models converge on quality, it'll be ideas that distinguish them." 

https://x.com/matdryhurst/status/1866808935086223492?t=4daJGIlROzHDsj_BhfDnsA&s=19