Learning comes from doing, not reading or thinking. https://xitter.cf/t.co/3ysZr0b4RY
Joined April 2021
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I wish I had the shamelessness of the American Far Right to call an (almost) mass-shooting incident "a few offensive online posts".
From what I have seen, nothing is hard enough to copy if you can get a RL env and a 200$ Claude subscription.
That's an operational moat (sure, need a lot of skill to be good at operations) , but now we are comparing software companies like commodities from a factory or commerical airlines so again, the moat is not technology itself.
Recreating Chola time warship is a much bigger achievement than making digging holes a national economic policy
The convo that nobody is ready for is that AI has made every "technical" moat dead , especially if you are building a wrapper over Open Source Software, so now you are basically like every luxury perfume brand competing on marketing and aesthetics.
Is there a real moat for all of these sandbox companies? Feels like everyone is pivoting and the product is always the same???
- Fast boot time
- High clock speed
- Scale up and to zero
But like beyond lightweight microVMs it feels like the technical depth is fairly shallow? Like everyone is running on the same CPUs, and you can't really optimize the actual workloads because its just random agent-generated code at runtime.
Aside from race-to-the-bottom on pricing, how do you compete?
Broadband used to suck ass. Everytime there were rains the piece of shit BSNL broadband at my home would give up the ghost in 2008 and I have gone 2 months without the internet until they redid the wires in our area.