They are engaging with a lot of industries that could see their work generate immense value directly without needing to change the base services. If they end up being essential in cutting out half the costs in Clinical trials for drugs, they could easily pocket 10% while everyone around the table still being happy. And just imagine how much red tape they could potentially cut out the legal and political system.
And of-cause, their “moat” is pretty much just model training costs, but that slight up front capital cost is still peanuts for Microsoft, Google and Apple, so they can’t really afford to significantly degrade their services.
And of-cause, their “moat” is pretty much just model training costs, but that slight up front capital cost is still peanuts for Microsoft, Google and Apple, so they can’t really afford to significantly degrade their services.