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You work in this space and you dont know what the moat is?


All of the people working in CS don't know if P=NP: working in a field doesn't mean you have all the answers.


Tells you a lot about the state of the industry.


There doesn't seem to be much of a moat. OpenAI, Gemini, Meta, X.Ai and Anthropic all seem to be able to much the same stuff. o1 is novel at the moment but I bet it'll be copied soon.


The market is two-sided




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