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0 pointsdeepdarkforest9d ago0 comments

both amazon and uber used that spending to deliver a network effect moat/almost monopoly.

But openai's chance of a moat on model quality is dropping as we go, not increasing

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1 comments · 1 top-level

Neither Amazon nor Uber have monopolies nor much of a network effect. Amazon retail is or was famously low or near zero margin with their profits driven by AWS. Uber's margins are not much better than any average business.

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