Also nobody will ever have a moat, so the graph of investor stupidity is going through the roof.
aspenmartin 56 minutes ago [-]
Of course they will. Tokens are valuable, you can always spend a finite budget on specialized tokens or fewer and higher quality tokens, size of user base and engagement gives you a flywheel moat that is difficult for newcomers to compete with. The market is complex and easy to oversimplify.
bryanrasmussen 49 minutes ago [-]
My new startup tokencoin will blah blah blah exchange rate, (something AI writes here), 3. profit (more AI), benefiting all human kind and helping our users scale up their productive intelligence!
bryanlarsen 45 minutes ago [-]
It's hard and complex to enter any mature market. The vast majority of firms that attempt to enter a new market fail. LLM's have no more than this normal moat.
SilverElfin 18 minutes ago [-]
Isn’t capital and momentum a moat? Sure Chinese models use distillation but I don’t see them training models from scratch. At least not today. But maybe as chips get cheaper and they have Chinese made ones?
swiftcoder 11 minutes ago [-]
> Isn’t capital and momentum a moat?
Apparently not much of one. There are, what, 5 or more companies with frontier models? And open weights models like MiniMax are snapping at their heels
SilverElfin 2 minutes ago [-]
I’m not technically familiar but I remember someone saying that models like MiniMax basically skip the cost of training by using distillation to basically “steal” the models from OpenAI or Anthropic, and that these companies now have various defenses against this. What happens when MiniMax has to do the full work themselves?
cloud-oak 29 minutes ago [-]
> Training AI models can generate enormous carbon emissions
Sure, but what I'd really like to see is a graph for how much carbon is generated serving these models globally.
hydrocomplete 45 minutes ago [-]
I still don't understand the State of AI in 2026.
bix6 42 minutes ago [-]
China’s robotics lead holy cow.
ranger_danger 8 minutes ago [-]
Don't they have ten times more people than the next highest country (Japan) though?
alex43578 33 minutes ago [-]
China’s manufacturing lead in a graph
bauerd 33 minutes ago [-]
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22 minutes ago [-]
Rendered at 19:30:50 GMT+0000 (Coordinated Universal Time) with Vercel.
Apparently not much of one. There are, what, 5 or more companies with frontier models? And open weights models like MiniMax are snapping at their heels
Sure, but what I'd really like to see is a graph for how much carbon is generated serving these models globally.