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Re:Are we repeating the telecoms crash with AI datacenters? by treis on Wednesday December 03, 2025 @03:50PM (#46139948)
The moat is the chat history and the flywheel of user feedback improving the product.
Re:Are we repeating the telecoms crash with AI datacenters? by tux3 on Wednesday December 03, 2025 @04:09PM (#46140158)
Given how often smaller LLM companies train on the output of bigger LLM companies, it's not much of a moat.

LLMs complete text. Every query they answer is giving away the secret ingredient in the shape of tokens.

Re:Are we repeating the telecoms crash with AI datacenters? by emodendroket on Thursday December 04, 2025 @04:13PM (#46153157)
They all offer some "memory" cross chat now and they're all more annoying than helpful. Not really compelling. You can pretty easily export your chat if you want.