Disagree with this. Model quality is THE factor keeping them ahead.
I think a comparison to Netflix and the media industry is fair. Years ago, people claimed Netflix's tech and infrastructure was their moat, but it turns out it was the cheap easy access to loads of high quality content that was the real motivator.
I think a comparison to Netflix and the media industry is fair. Years ago, people claimed Netflix's tech and infrastructure was their moat, but it turns out it was the cheap easy access to loads of high quality content that was the real motivator.