Saved by Daniel Santos
LLMs and Information Post-Scarcity
LLMs are a moat, but for how long?
An LLM vendor like OpenAI isn’t an aggregator, As far as I can tell.
• An aggregator leverages a monopoly on demand to commodify supply .
• Whereas a traditional industrial monopoly leverages a monopoly on supply to extract $ from demand .
LLM vendors seem more like a traditional industrial monopoly. Like an
... See more