AI Moats
topic on 2 shows · 2 statements across 2 episodes
2 statements about AI Moats, every show
Randle: AI startup moats remain rooted in technology, not distribution
“I definitely disagree with that. I think the moat is still fundamentally in technology, not in, in distribution.”
Hotz: Shift to diffusion AI models will erode centralized cloud moats
“With AI, I think there's going to be a much less of a moat. Especially when you look at the move from autoregression to diffusion. So autoregression can run in large batch sizes. When you run ChatGPT, you're running with a whole bunch of other people on that s…”