@adlrocha - Most of AI moats are just fuel

I wrote a post in March, where I argued that intelligence was becoming a commodity, and that the context we fed the models was the real moat. Things have evolved a lot since then (including my thinking), but what we can all agree on is that intelligence is wide-spread, and have indeed become a commodity. You can feel this is the case when AI labs are praising the combination of harness+model (i.e. their vertical integration), as the way one can get the most out of the intelligence their models provide. Their sell: not all tokens are equal if you use the right harness.In that post, I argued that context (and its underlying know-how) was what would become the moat in a world of wide-spread AI. I think there’s still some truth in this. Even more, this is (to me) a big reason why subscriptions are currently being subsidised. This post perfectly describes a thesis that I also share: subscription tokens have a discount because, through them, we are sharing a lot of the know-how of our jobs…

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