RE: Open Source models, there is the AnthropicAI model making the rounds on Twitter[1] and Stability.ai (makers of Stable Diffusion) are working on one [2].
If we use recent history as an example, OpenAI announced DALL-E in Jan 5, 2021 [3], announced v2 and a waitlist for public use in July 20, 2022, and Stable Diffusion shipped an open source model on August 22, 2022 [4] using ~$600K of compute (at retail prices on AWS) [5].
I don't see how it's likely that any company can acquire a durable technology moat here. There are scale barriers to entry, but even VC sized funding can overcome that.
If we use recent history as an example, OpenAI announced DALL-E in Jan 5, 2021 [3], announced v2 and a waitlist for public use in July 20, 2022, and Stable Diffusion shipped an open source model on August 22, 2022 [4] using ~$600K of compute (at retail prices on AWS) [5].
I don't see how it's likely that any company can acquire a durable technology moat here. There are scale barriers to entry, but even VC sized funding can overcome that.
[1] https://twitter.com/goodside/status/1611556749726605312
[2] https://humanloop.com/blog/stability-ai-partnership
[3] https://en.wikipedia.org/wiki/DALL-E
[4] https://en.wikipedia.org/wiki/Stable_Diffusion
[5] https://twitter.com/emostaque/status/1563870674111832066?lan...