Commentary on X
@aleabitoreddit LLMs are becoming agnostic commodities, users switch between models based on the latest benchmark or prompt. Zero stickiness or durable moat. I'd skip investing in any LLMs and focus on chips/infra + ontology/control layers where real defensibility lives. NFA
12:46 PM · Jul 15, 2026@aleabitoreddit Absolutely no. LLM is a bad business. So many competitors and customers take ZERO costs to jump ship and switch to a different model.
12:01 PM · Jul 15, 2026@aleabitoreddit 1 trillion dollar valuation for an AI that shits out random crap? my coinstats dashboard shows more actual value than that
10:07 AM · Jul 15, 2026@AscendingLife3 @aleabitoreddit 2T is totally within reach!
1:57 PM · Jul 15, 2026View all
@aleabitoreddit Would sell my house then long Anthropic.
10:01 AM · Jul 15, 2026