推文作者说，除了风投公司，AI 领域里几乎所有公司，从模型到工具再到基础设施，都没有护城河。
推文指出，OpenAI、Anthropic、XAI 等模型公司没有护城河。Cursor、Windsurf 等集成开发环境（IDE）也没有护城河。Cognition、Factory、LangChain 等工具框架同样缺乏护城河。Replit、Lovable、Bolt 等应用构建工具也没有护城河。Harvey、Abridge、OpenEvidence 等包装器公司也没有护城河。Together、Fireworks、Groq 等推理服务提供商也没有护城河。Sierra、Decagon、ElevenLabs 等语音层公司也没有护城河。Scale、Surge、Mercor 等数据标注公司也没有护城河。Baseten、Modal、Railway 等人工智能基础设施公司也没有护城河。CoreWeave、Lambda、Crusoe 等新型云服务公司也没有护城河。Runway、Higgsfield、Suno 等生成式媒体公司也没有护城河。
Just make great things. Find your moat later.
Just make great things. Find your moat later. Nikunj Kothari @nikunj the models have no moat (OpenAI, Anthropic, XAI) the IDEs have no moat (Cursor, Windsurf) the harnesses have no moat (Cognition, Factory, LangChain) the app builders have no moat (Replit, Lovable, Bolt) the wrappers have no moat (Harvey, Abridge, OpenEvidence) the inference providers have no moat (Together, Fireworks, Groq) the voice layer has no moat (Sierra, Decagon, ElevenLabs) the data labeling companies have no moat (Scale, Surge, Mercor) the AI infrastructure has no moat (Baseten, Modal, Railway) the neoclouds have no moat (CoreWeave, Lambda, Crusoe) the generative media companies have no moat (Runway, Higgsfield, Suno) apparently nobody in AI has a moat except the venture firm ☠️ 🔗 View Quoted Tweet 💬 6 🔄 0 ❤️ 23 👀 2300 📊 6 ⚡