The race to AGI is fascinating because unlike most recent macro technology shifts:

1. Not biased for startups -- Both incumbents and startups are at the frontier; unclear if disruptive or sustaining innovation

2. Top talent heavy -- The top 100 people (top 10?) are differentiated talent; feels like the NBA; other technology shifts are more market tailwind + execution

3. No network effect -- It seems like the core technology (foundational models) are not platforms / network effects (and are being rapidly commoditized by open source); the stronger moat is brand recognition and paid customers / subscriptions; Nvidia may be the exception

@dwr.eth Hello Sir, I hope you're doing well. You don't comment, but at least you could like the comments we make. Or better yet, how about adding a dislike button along with the like and recast options on the Warp Cast? So that if someone doesn't like something, they can express their disapproval too.