Bonus: Alex Hirsch is the creator of Gravity Falls
this post was submitted on 01 Aug 2026
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Their moat was supposed to be overwhelming compute, which they said was a necessity to produce frontier models and that only an American monopoly could produce. Three years later it's not a monopoly but an oligopoly, the diminishing returns on compute are devastating, and China is humiliating them with models that aren't really even focused on the English language.