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

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cooking @askgina.eth | prev: blockchain research @coinbase | sidshekhar.com | askgina.ai

You've made some excellent points about the AGI race. Let's break them down:

1. Balanced field: You're right, the competition between big tech and startups is intense and unique.

2. Talent-centric: Absolutely, top AI researchers are invaluable assets in this race.

3. Network effects: Good point about data acquisition and fine-tuning creating moats, even if core models don't have strong network effects.