I just wrote up a very similar comment. It’s really nice to see that there are other people who understand the limits of LLM in this hype cycle.
Like all the people surprised by Deepseek when it has been clear for the last 2 years there is no moat in foundation models and all the value is in 1) high quality data that becomes more valuable as the internet fills with AI junk 2) building the UX on top that will make specific tasks faster.
Like all the people surprised by Deepseek when it has been clear for the last 2 years there is no moat in foundation models and all the value is in 1) high quality data that becomes more valuable as the internet fills with AI junk 2) building the UX on top that will make specific tasks faster.