Comment by blihp

16 hours ago

Likely not tense as it seems pretty clear where everyone stands on this. OpenAI and Anthropic are likely having conversations along the lines of 'move faster and build the moat!' while Meta is having a conversation along the lines of 'move faster and destroy the moat!'

It's not that Meta has anything against moats, it's just that they've seen how it works when they try to build their moat on top of someone else's (i.e. Apple and Google re: mobile) and it didn't work out too well.

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blihp

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threeseed  15 hours ago

Also the EU is far more aggressive and opinionated about what they want to see in the market than during the smartphone era. And this is spreading across the world.

So being committed to an open, standards-based strategy is an easy way for them to avoid most of the risks.