Summary: The Evolving Moats in AI
As the AI landscape shifts, the traditional moats that protected companies like OpenAI and Anthropic are eroding. DeepSeek broke new ground by developing competitive models for under $6 million, challenging the idea of technical complexity as a barrier to entry. Key insights include:
- Rapid Development: Rebuilding software is now 3x faster, thanks to modern languages and AI tools.
- AI’s Capabilities: Innovations like Rust rewrites and synthetic data are minimizing proprietary advantages.
- New Moats Emerging:
- Compute & Infrastructure: The demand for AI chips skyrockets, making physical resources a strategic advantage.
- Human Relationships: Strong partnerships and brand loyalty will matter more than ever.
- Network Effects: Companies with established user bases and contracts hold lasting value.
As software becomes commoditized, what really matters? Future threats loom—but understanding these moats can shape your strategy.
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