> What, then, is an LLM vendor’s moat? Brand? Inertia? A better set of applications built on top of their core models? An ever-growing bonfire of cash that keeps its models a nose ahead of a hundred competitors?
Missed one I think... the expertise accumulated in building the prior generation models, that are not themselves that useful anymore.
Yes, it's true that will be lost if everybody leaves, a point he briefly mentions in the article. But presumably AWS would also be in trouble, sooner or later, if everybody who knows how things work left. Retaining at least some good employees is tablestakes for any successful company long-term.
Brand and inertia also don't quite capture the customer lock-in that happens with these models. It's not just that you have to rewrite the code to interface with a competitor's LLM; it's that that LLM might now behave very differently than the one you were using earlier, and give you unexpected (and undesirable) results.