hauntingseaweed

Price war. Duh. There is no moat. Also them chinese competition. It’s going to be race to the bottom. It’s gonna be ugly for the stock market. Good for consumers though!

Anything that can be mass produced will be. Software will be mass produced. I get why so many people have problem with AI. Coding is a craft, and that craft is well paid, but now it will be industralized. With that said I expect bumps in the road. What it looks like these AI companies have no durable moats. One week Opus is the best, next week its Sol. Then its Muse or whatever. Models are a commodity. Then there is a problem of chinese openweights gaining significant market share, and China actually is able to power up cheaply their datacenter unlike US, which has an aging infrastructure.

Anything that can be mass produced will be. Software will be mass produced. I get why so many people have problem with AI. Coding is a craft, and that craft is well paid, but now it will be industralized.

With that said I expect bumps in the road. What it looks like these AI companies have no durable moats. One week Opus is the best, next week its Sol. Then its Muse or whatever. Models are a commodity. Then there is a problem of chinese openweights gaining significant market share, and China actually is able to power up cheaply their datacenter unlike US, which has an aging infrastructure.

Yeah I am not so sure about the cost argument the author makes.

I wonder if the slopification will start to eat at their search revenue soon. Anecdotal evidence but nobody I know uses google search anymore - use chatbots instead.

Do you have a source for that claim?