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Comment by bmoathn

are you asking what moat you can establish around a product that uses customer-facing LLM inference?

IMO, it's incredible the ability to build things rapidly, solo, and extremely cheaply. So as long as that's the case, the only moat left for you is customer access, customer loyalty, and pricing (though I think that last one is arguable)

The challenge as I see it is that for new products in this space to be successful, the solo dev either needs to BE or be partner with someone who has deep intimate domain knowledge and large network for the pain point their product solves (e.g. a 15 year supply chain manager for large manufacturing company rolls into solo dev a meaningful solution to a problem in their domain) or else the solo dev needs to already have a large social reach they can leverage to access customers.

Those are the kinds of moats I see being most effective.

parent bmoathn 1 month ago

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