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Re:OpenAI Completes Deal That Values Company at $157B by thehappypm on Wednesday October 02, 2024 @08:08PM (#41726106)
True, but there isn’t really a moat for text LLMs. Llama is open source, Gemini is basically free.
Re:OpenAI Completes Deal That Values Company at $157B by lumost on Thursday October 03, 2024 @08:30AM (#41730124)
define "moat", Open source search engines and competitive scraping strategies were built in the early 2000s. The Google search moat has always been that they were better for 5-6 years - and then they were the default.

Once they were the default option, they merely had to be the "same" as other options. If someone were to make a 1:1 clone of google with ~5% fewer ads - I do not believe they would break get a substantial market share of web search traffic (see bing).

Re:OpenAI Completes Deal That Values Company at $157B by thehappypm on Thursday October 03, 2024 @03:30PM (#41734092)
Google has decades of people making it their habit as a pretty strong moat. They have inertia that chap bought simply do not yet. People have been using ChatGPT for a year or two now, it’s much easier for them to switch to another one.