Larry Ellison on the AI moat， makes more sense now.
AI is commoditizing because models use the same public internet data.
True competitive edge isn't the model itself anymore， but access to exclusive， proprietary datasets. That is the only moat left.
Great explanation by Emad Mostaque, co-founder of Stability AI. "We'll see the cost of Kimi K3 drop by 10 to 50 times, I think, over the next few months as it g...