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Re:GPT-5.6 Sol Pricing Cut by 50% by Der_Einzige on Tuesday August 18, 2026 @12:40PM (#49348372)
No one is in a better position to more efficiently use it - that's what happens when you poach every top 0.01% engineer/researcher in AI.

They're guaranteed to get over whatever hump you think they're in unironically. Uber/Tesla have been in far worse situations and despite Elon being an idiot/liar you see how they performed when even the most bullish of investors called for their heads

Re:GPT-5.6 Sol Pricing Cut by 50% by notatoad on Tuesday August 18, 2026 @03:27PM (#49351282)
I think I generally agree with you - OpenAI and anthropic will probably succeed here. If the ai bubble pops, they’ll come out on top.

I just think the whole “moat” discourse is silly. OpenAI and Anthropic’s success depends on the same thing every business’s success depends on: their customer base, and their continued delivery of services their customers want to pay for. Not their tech or their compute or anything else. They have no moat because moats aren’t a thing.