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Lack of moats

This story is from 2026-08-22. It is preserved in the archive; the latest stories are on the live feed.

I feel like an economic picture of AI is sort of coming into focus, where (contrary to recent history) hyperscaling and network effects really aren't dominant. Like, already it seems that the models converge rapidly, and the "harness" holds most of the marginal value. One datacenter is about like a…

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  1. 2026-08-22 19:39 · r/ArtificialInteligence
    Lack of moats

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