Gruber on meta AI

I keep circling back to the notion that OpenAI has no moat. ChatGPT is certainly the best-known LLM, and perhaps still the best, but I don’t think that’s any more of a long-term competitive advantage than some company in 1986 having “the best C compiler”. What’s needed are ways to bring LLMs to users. To give them purpose, in products. That’s what Meta is doing, by integrating their AI into all of their major products.

Daring Fireball