E31: Where are the Moats in AI? With Nathan Labenz and Erik Torenberg

Nathan and Erik analyze the moats of the most powerful companies in AI. The paradigm-shifting technology has led to a flourishing open-source community with market share. Yet, the big players have key competitive advantages that can be examined from many different angles.

LINKS:

Nathan’s Twitter thread on AI moats that sparked this discussion: https://twitter.com/labenz/status/1654853321876815872

Read about the 9 moats at length in our newsletter: https://cognitiverevolution.substack.com/p/the-leaked-google-memo-and-a

Leaderboard for AI rankings: https://lmsys.org/

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TIMESTAMPS:

(00:00) Episode Preview

(01:36) Where are the moats in AI?

(07:31) Open source vs. closed

(15:24) Recommendation: The AI Breakdown Podcast

(16:39) Sponsor: Omneky

(20:46) AI Safety

(33:00) Which players are going to win? 9 Moats.

TWITTER:

@CogRev_Podcast

@labenz (Nathan)

@eriktorenberg (Erik)

Thank you Omneky for sponsoring The Cognitive Revolution. Omneky is an omnichannel creative generation platform that lets you launch hundreds of thousands of ad iterations that actually work, customized across all platforms, with a click of a button. Omneky combines generative AI and real-time advertising data. Mention "Cog Rev" for 10% off.

Music Credit: MusicLM

More show notes and reading material released in our Substack: https://cognitiverevolution.substack.com