Byzantine on Nostr: AI companies have no network effects even the hardware providers with proprietary ...
AI companies have no network effects
even the hardware providers with proprietary programming languages such as CUDA have zero network effects -- with LLMs, you could easily translate between one programming, language and another
you can easily take your data, your code, and your text files and move to another service provider and use a different LLM
imagine investing in an entire ecosystem with zero moat and high valuations
Published at
2026-01-29 12:33:40 UTCEvent JSON
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"content": "AI companies have no network effects \n\neven the hardware providers with proprietary programming languages such as CUDA have zero network effects -- with LLMs, you could easily translate between one programming, language and another \n\nyou can easily take your data, your code, and your text files and move to another service provider and use a different LLM\n\nimagine investing in an entire ecosystem with zero moat and high valuations",
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