merelydev
Joined 6 years ago
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181
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Member since
Oct 9
Joined 6 years ago
There will be an oversupply, demand will be there too, but no one can afford to buy since most jobs have been replaced by AI. So the price of goods and services should go down, or some form of UBI will have to be implemented which is just socialism for the masses. Its either that or total anarchy (also socialism).
Opensource also means do it yourself and most businesses don't have time or expertise to do that, but this very issue creates a market for 3rd party providers that use open models to compete against Anthropic. So hardware and compute availability becomes somewhat of a moat.
The business feels like like web hosting before cloud computing. Web hosting in itself does not really have a moat, but than again AWS appeared with their abstractions created lock-in and network effects and disrupted the hosting industry.