context and memory
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 17, 2025 by Brian Balfour · across every show →
Everything said about context and memory, oldest first
Aug 17, 2025 positive
Balfour: AI model moats come from user context, not raw benchmark performance
“My hypothesis, and I think there's a lot more consensus around this now than there might have even been three months ago, is that the moat is really about, is about context and memory. You know, these models you know, by themselves, if you compare them side by…”