@thealexker: .@chamath on building a moat in 2026: If you are a reasonable company, why are you not finding an independent way to ac…
Summary
Chamath argues that companies should build their own AI intelligence using models like GLM to avoid leaking competitive advantage, emphasizing cost efficiency and control.
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Cached at: 07/05/26, 12:57 AM
.@chamath on building a moat in 2026:
If you are a reasonable company, why are you not finding an independent way to access intelligence in a way that doesn’t leak your edge away?
To [not] do so at this point now is kind of becoming derelict and irresponsible…
With post-training and telemetry collected from usage, you can take GLM, control it entirely, soup to nuts, on your own hardware, inside the United States, and have it be much, much cheaper.
Start building your own intelligence today.
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