IME the COTS angle cuts both ways. It brings costs down and makes iteration faster, but whats the moat then?
if the value is in integration, that’s fine, but integration is fairly fragile IP. Open source is good reputationally but accelerates the diffusion of your edge unless the play is towards community+ecosystem lock-in or being the canonical reference impl (cf. ROS, HuggingFace)?
IME the COTS angle cuts both ways. It brings costs down and makes iteration faster, but whats the moat then?
if the value is in integration, that’s fine, but integration is fairly fragile IP. Open source is good reputationally but accelerates the diffusion of your edge unless the play is towards community+ecosystem lock-in or being the canonical reference impl (cf. ROS, HuggingFace)?