Bulding moats... or demolishing existing ones

From Mark Zuckerberg's announcement of Llama 3.1 405B:

Beyond releasing these models, we’re working with a range of companies to grow the broader ecosystem. Amazon, Databricks, and NVIDIA are launching full suites of services to support developers fine-tuning and distilling their own models. Innovators like Groq have built low-latency, low-cost inference serving for all the new models. The models will be available on all major clouds including AWS, Azure, Google, Oracle, and more. Companies like Scale.AI, Dell, Deloitte, and others are ready to help enterprises adopt Llama and train custom models with their own data. As the community grows and more companies develop new services, we can collectively make Llama the industry standard and bring the benefits of AI to everyone.

Does having an ecosystem of companies that help businesses implement Llama implies that Meta is growing a new income source? Not necessarily. But it's making things harder for companies like OpenAI and Anthropic that need to turn a profit.

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