the models have no moat (OpenAI, Anthropic, XAI)
the IDEs have no moat (Cursor, Windsurf)
the harnesses have no moat (Cognition, Factory, LangChain)
the app builders have no moat (Replit, Lovable, Bolt)
the wrappers have no moat (Harvey, Abridge, OpenEvidence)
the inference providers have no moat (Together, Fireworks, Groq)
the voice layer has no moat (Sierra, Decagon, ElevenLabs)
the data labeling companies have no moat (Scale, Surge, Mercor)
the AI infrastructure has no moat (Baseten, Modal, Railway)
the neoclouds have no moat (CoreWeave, Lambda, Crusoe)
the generative media companies have no moat (Runway, Higgsfield, Suno)
apparently nobody in AI has a moat
except the venture firm ☠️
🚨 BREAKING: AMD just acquired Taalas
Nvidia bought Groq for $20B
> SRAM-based LPUs
> model-agnostic, low-latency
> run any model, fast
Now AMD buys Taalas
>model-specific ASICs
>hardwire the model into the chip
>one model, max efficiency, zero flexibility
AI inference wars INCOMING
Feels like Google could have been the dominating force in AI by open-sourcing the frontier with Gemini, Veo, and Nano Banana. Instead, they kept them behind APIs for a few billion dollars in revenue. Maybe there's still time?
Android is a superior platform to build than iOS. We ship updates almost daily to Play Store, App Store slow and strict policing leads to once a week like App Updates. @Apple@tim_cook
@startupindia@OfficialINDIAai
Please remove GST on GPU imports or extend the 40% IndiaAI subsidy to physical GPUs purchases.
KanoonGPT simplifies Indian laws for citizens 100K+ users. We can’t afford enterprise GPU rentals with current funding.