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A comment on When the Dotcom Bubble Burst. Parent comment

Re:When the Dotcom Bubble Burst by acdha on Monday March 17, 2025 @09:04AM (#43388137)
> The moat is in data, training algorithms, compute capacity, and UX.

That’s a very shallow moat, then. I mentioned DeepSeek because everyone insisted the American giants had huge leads over the rest of the world until the day they got a big reminder that three of the things you mentioned are commodities and UX isn’t a moat.

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Re:When the Dotcom Bubble Burst by aurareturn on Monday March 17, 2025 @11:03AM (#43389314)
There used to be a ton of chip manufacturers. Now there's only one dominant player left: TSMC. Eventually, the winner outpaces everyone and the cost to compete is so astronomically high, only 1-2 will be left.

Not everyone can give away their models for free forever - especially when the cost to train a new model is exponentially more expensive.

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