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Re:GPT-5.4 by thewebguyd on Thursday March 05, 2026 @01:46PM (#47265552)
Kind of reinforces that a model is not a moat. Products, not models, are what's going to determine who gets to stay in business or not.
Re:GPT-5.4 by gregpred on Thursday March 05, 2026 @01:47PM (#47265578)
Memory (model usage over time) is the moat.
Re:GPT-5.4 by energy123 on Thursday March 05, 2026 @01:49PM (#47265603)
Narrative violation: revenue run rates are increasing exponentially with about 50% gross margins.