The models will not be a moat, but the products can be. More specifically "sticky" products / killer apps like ChatGPT, and whatever forthcoming products this acquisition of Jony Ive's company may lead to.
Windsurf acquisition may be explained in part by the same logic of owning a strong and sticky product, as well as a good source of data for training.
Alternatively, this may be Deno’s “Dip”: A tough period of time before continued gains and small breakthroughs that build up over time to a new plateau. Maybe all new creative projects will have this as a part of their journey. I am confident Ryan Dahl is unlikely to give up, and is aware (and working to become more aware) of what is necessary to improve for deno to achieve the vision he has for it.
US scientific research funding is largely driven by nepotism and favoritism. Insiders know but don't talk too much about it. They have a few options: a) just quietly stay in the system trying their best to do good work b) join the gravy train through social climbing c) quietly leave and move on with their careers.
The models will not be a moat, but the products can be. More specifically "sticky" products / killer apps like ChatGPT, and whatever forthcoming products this acquisition of Jony Ive's company may lead to.
Windsurf acquisition may be explained in part by the same logic of owning a strong and sticky product, as well as a good source of data for training.