Daniel Santos
@danielsantos
Brazilian lifelong learner. Curiosity waves surfer. I will probably die next to a pile of things I was meaning to read.
Daniel Santos
@danielsantos
Brazilian lifelong learner. Curiosity waves surfer. I will probably die next to a pile of things I was meaning to read.
Esta frase me lembra do aprendizado contínuo, do lifelong learning que nunca se extingue ou se conclui.
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
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