The evidence shows that there is no methodological moat for LLMS. The moat of the frontier folks is just compute. xAI went in months from nothing to competing with the top dogs. DeepSeek too. So why bother with splurging billions in talent when you can buy GPUs and energy instead and serve the compute needs of everyone?
Also Amazon is in another capital intensive business. Retail. Spending billions on dubious AWS moonshots vs just buying more widgets and placing them across the houses of US customers for even faster deliveries does not make sense.
Also Amazon is in another capital intensive business. Retail. Spending billions on dubious AWS moonshots vs just buying more widgets and placing them across the houses of US customers for even faster deliveries does not make sense.