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Is it a Christensen world of modularity and models being good enough? Is it a Brian Arthur world of increasing returns. Do models commoditize? Do they “oligopolize” like IAAS did? Is capital a moat? Go back to when Llama 3 was getting rave reviews and look at the debates.
@modestproposal1 It’s almost like we did a podcast on this with @patrick_oshag, almost.
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