Toulme: renting GPUs is a moat, MFU-tuning software is not
PatrickToulme · x · 2026-09-22
Patrick Toulme agrees renting GPUs is a moat against competitors like Bel, but disputes that MFU-tuning software as provided by Tinker qualifies: today good setups require many hours of tuning, but that may not hold for future models, depending on how much recursive self-improvement takes off.
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