Comment Comment by hedora What moat? There are multiple companies providing pareto-optimal frontier models, and it takes O(10) people to build one of these things.The rest is capital intensive, and the price will approach the cost of production over time.Thinking this is a profitable endeavor is equivalent to claiming coal plants have good margins because boilers are expensive. parent hedora 4 months ago
The rest is capital intensive, and the price will approach the cost of production over time.
Thinking this is a profitable endeavor is equivalent to claiming coal plants have good margins because boilers are expensive.