Comment Comment by maltalex These companies have a coordination problem.They're all burning billions to incrementally one-up each other with no hope of these investments ever paying off since models are interchangeable and have no moat. They're trying to get regulators to step in and force a pause. parent maltalex 1 month ago
They're all burning billions to incrementally one-up each other with no hope of these investments ever paying off since models are interchangeable and have no moat. They're trying to get regulators to step in and force a pause.