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Ask HN: What is a 2024-2030 moat for AI

Jan 30, 2024 - news.ycombinator.com
The article discusses the key moats and competitive advantages in the AI industry, specifically in the Generative AI space, for the next six years. It highlights the importance of building on powerful technologies such as AI forecasting based on graphcast, an assistant based on GPT, or computer vision based on Roboflow and Scale API. It mentions products like Perplexity, built on GPT, and Rabbit, built on Perplexity, as examples.

Looking ahead to 2024-2030, the article emphasizes the need for AI companies to identify moats that can help them maintain a sustainable competitive advantage. While some argue that users, data, or compute are the key moats, the article questions what would make sense for a small team of 1-3 people.

Key takeaways:

  • Building on powerful technologies such as AI forecasting, GPT-based assistants, and computer vision can provide a competitive advantage in the AI industry.
  • Products like Perplexity and Rabbit, built on GPT and other advanced technologies, are examples of leveraging these technologies for competitive advantage.
  • Identifying sustainable competitive moats is crucial for AI companies for the period 2024 to 2030. These could be users, data, or compute.
  • For small teams of 1-3 people, it's important to consider what competitive advantages make the most sense, given their resources and capabilities.
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