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Rohan Paul· @rohanpaul_ai · X·· 2026-07-21AI 评分42
AI 导读

Larry Ellison 指出,AI 模型正因使用相同公共数据而商品化,真正的竞争壁垒不再是模型本身,而是独家专有数据集。

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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.

引用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 infrastructure, not a permanent technical limit. And that gap will not last long. US-based specialized infrastructure companies will optimize kernels, routing, quantization, batching, memory use, and serving systems around those models once the Kimi K3 weights are available. --- "Right now, it uses twice the number of tokens for the same task compared with GPT-5.6. Again, we’re going to see that cost drop because everyone and their dog is going to optimize the crap out of this. Fireworks has just raised funding at a $17 billion valuation, while others, such as Modal and Baseten, are valued at $10 billion. These are inference providers for open-source models. They’ve all raised around a billion dollars, which they’re now going to spend on optimizing the Chinese model, making it more efficient, and running it. American labs that handle the inference side of things are going to optimize the crap out of this. Therefore, we will see it catch up." ---- From "Peter H. Diamandis" YouTube channel, (full video link in comment)
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来源:Rohan Paul · x.com