Data Is the Final Moat
Here is the thing: if intelligence gets commoditized because LLMs are competing with each other, each trying to beat each other, and the prices are going down and down, it feels like there is a pricing war going on here. If this intelligence is now available so cheaply, like how Sam Altman said that it will be so cheap that it can be measured like electricity is metered, and then if the body, the harness an that makes an LLM agent like openclaw or hermes, becomes open source and it becomes better than anything that a startup can provide, then data becomes the final moat. At the end of the day every super intelligence or AGI will actually be good at only a subset of things. If that is true then the data that is affecting their training, if the pre-training thing continues and no zero-training LLMs are produced, then what happens is that the data that is affecting these LLMs will become the primary factor in determining which subset of tasks that LLM is good at. Therefore data becomes the final moat. any thoughts on this? (this is my first post on hackernews :))
1 comments
100% agree. it not only applies to the training time but also applies to the inference time. Domain specific context and skills will be the only moat for companies