Workaccount2 2 days ago

The AI start-up field is going to be eviscerated. I too have the irresistible urge to bolt a SOTA LLM back end on a custom harness and charge $20/mo, but the total lack of a moat and ease of replication kills any motivation.

You have to either have some big cajones or be totally lost to think it's a good idea to create a startup that is just a simple cheap veil on someone else's extremely advanced and expensive product

doctorpangloss 2 days ago

No matter how it pans out.

If no one uses it, that means the market has proven, no audience for this kind of product. Google loses, everyone else loses.

If everyone who wants this sort of thing uses it, that's it, Google won, everyone else loses.

The outcome to sell to investors is the least believable: people will pay for some offering when a nearly identical one is available directly from Google for free. And anyway, they have the best generative creative tech, so how could anything be better than Google's?

dennisy 2 days ago

Yeah, I was thinking the same. Quite a few YC companies are going after this.

What sort of market dynamics do people predict here, winner takes all? Especially when this is integrated into the platforms of distribution.