What is the moat then?

Idk but it’s not lack of training data.

If you don't know what it is, how do you know it's not training data?

You work in this space and you dont know what the moat is?

All of the people working in CS don't know if P=NP: working in a field doesn't mean you have all the answers.

Tells you a lot about the state of the industry.

There doesn't seem to be much of a moat. OpenAI, Gemini, Meta, X.Ai and Anthropic all seem to be able to much the same stuff. o1 is novel at the moment but I bet it'll be copied soon.

The market is two-sided