I can totally see why a company wants to keep this info secret.
Competitors would really like to know.
Disclaimer: I’m no expert. An anecdotal example: I asked the reasoning LLM a question, and it laid out the correct answer in its thinking step, only to stop thinking and confidently give the wrong answer. That moment led me to conclude that when LLM evangelists talk about reasoning and thinking, they are essentially bullshitting.
It's a new and shiny object and people tend to get over-excited. That's it.
edit: The White House deputy press secretary posted their formula and it is just trade_deficit/2*total_imports per country just dressed up with a lot of fancy language to make it seem smarter but the two extra terms are constants.
They cram ads into podcast episodes which themselves also have ads, so you'll get the read ads + Spotify's local ads + Spotify laughs all the way to the bank.
I believe over time not having ads will be a thing of the past, and you'll instead pay for fewer ads. Like where else are people going to go for exclusive content?
The moat is the products that can be built. The moat is always the product - because a differentiated product can't be a commodity. And an LLM is not a product.
Google and MSFT and Meta have already "won" because they have profitable products they can build LLMs onto. Every other company seems to be burning cash to build a product, and only ChatGPT is getting the brand recognition to realistically compete.
Building an LLM is like building a database. Sure a good one unlocks new uses, but consumers aren't buying something for the database. Meanwhile enterprise customers will shop around and drive the price of a commodity down while open source alternatives grow from in-house uses to destroy moats.
Even hardware isn't a true moat. Only Google has strong vertical integration with their TPUs, and that gives them a lead. BUT Microsoft, AWS, Meta and a whole bunch of startups are building out custom silicon which will surely put pressure on them and Nvidia to keep innovating and earning that price edge.
For products that still need a UI you could claim that LLM operators take over, so that's still a tax you pay to the incumbents as you interact with a product. It's sort of like we take the money which was paid to SQL operators and engineers and instead pay it to the hyperscalers.