missing /s at the end of that sentence

none of the three are even remote moat

How so? Opus and Sonnet are frontier models which cannot easily be replicated. Compute has real physical constraints which require appropriate procurement at this scale. At least those two points seem like pretty strong moats against the majority of companies.

You don't need to "replicate" Opus and Sonnet, you just need to match their overall performance at lower cost. That's been absolutely doable so far, with a steadily decreasing lag time.

absolutely! I am sooooo confused why people think either claude or openai have any sort of moat outside of mom&pop only heard about those on the tv

poorest need to be hit the hardest as historically they vote for wrong people who ensure they stay poorest

Thanks, that's fair. I've added my reasons in an ETA on the original post.

Big Gov will bail out the big guys if/when necessary

We must live on opposite sides of US cause I’ve never heard anyone say that it is possible (except few politicans who thought it may be a good way to win an election but also knew that it was not possible and gave up once they got elected)

this would be very funny if you added /s at the end

this is like asking why use intellij or vscode or … when there is vim and emacs

No it's more like, why use a Microsoft paid for distro of nvim when lazyvim, astronvim exist

I live in Washington DC area, I am cool not to leave?

The Pentagon e.g. would be a legitimate target for Iran and if in their operations against the US they know that your neighborhood is a military target then they can and should warn you and allow you to leave. I doubt that the US military stores rockets in your basement but if they are then that would be a concern. That said if you were in range of Iran's rockets I don't think they'd worry much about e.g. firing cluster munitions on Washington DC like they do on Tel Aviv or Israeli cities.

oh I’m not worried about Iran :)