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1. bigfud+(OP)[view] [source] 2026-02-03 21:18:22
It seems like a lot of the benefits of SOTA models are from data though, not architecture? Won't the moat of the big 3/4 players in getting data only grow as they are integrated deeper into businesses workflows?
replies(1): >>vercae+12
2. vercae+12[view] [source] 2026-02-03 21:28:42
>>bigfud+(OP)
That's a good point. I'm not familiar enough with the various moats to comment.

I was just talking at a high level. If transformers are HDD technology, maybe there's SSD right around the corner that's a paradigm shift for the whole industry (but for the average user just looks like better/smarter models). It's a very new field, and it's not unrealistic that major discoveries shake things up in the next decade or less.

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