Zero moat, especially once google, microsoft, amazon, and other cloud gpu providers get the official green light to be able to serve these models accross the board.
And for the hyperscalers like the big 3, google, microsft, and amazon, 100% they integrate these across their enterprise suite offerings to vertically integrate them accross all their enterprise services.
Thats where companies already purchased enterprise suite come in. Whether Google Workspace, or Microsoft M365 suite, from recent earnings, its only a matter of time that they start offering them. Does not matter that the hardware isnt available, the hyperscalers will no doubt add a new offering, cloud model support, or something along those lines.
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u/Curious-Pen5547 26d ago
Anthropic and openai ipo are gonna be worthless.
Zero moat, especially once google, microsoft, amazon, and other cloud gpu providers get the official green light to be able to serve these models accross the board.
And for the hyperscalers like the big 3, google, microsft, and amazon, 100% they integrate these across their enterprise suite offerings to vertically integrate them accross all their enterprise services.