@rohanpaul_ai: Larry Ellison on the AI moat, makes more sense now. AI is commoditizing because models use the same public internet dat…
Summary
Larry Ellison argues that AI models are commoditizing due to reliance on public internet data, making proprietary data the true competitive advantage. Meanwhile, Emad Mostaque predicts the cost of Kimi K3 will drop significantly.
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Cached at: 07/21/26, 02:43 PM
Larry Ellison on the AI moat, makes more sense now.
AI is commoditizing because models use the same public internet data.
True competitive edge isn’t the model itself anymore, but access to exclusive, proprietary datasets. That is the only moat left. https://t.co/8ftfO22FSo
Rohan Paul (@rohanpaul_ai): Great explanation by Emad Mostaque, co-founder of Stability AI.
“We’ll see the cost of Kimi K3 drop by 10 to 50 times, I think, over the next few months as it gets optimized. “
Basically Kimi K3’s current inference cost is quite high, but that price reflects immature
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