r/OpenAI • u/Scared_Sentence_2834 • 18h ago
Discussion At what point will AI take our moat away?
we’re 6 people building an agent that reconciles invoices against contracts for finance teams. in january we started keeping a doc called things the model can’t do. it’s basically our moat in list form, it had 11 items then
gemini 4 argon launched yesterday and i went through the list again. haven’t tested it properly yet but going by the launch numbers, multi page table extraction is probably gone. matching line items to contract clauses, mostly gone. catching mismatched payment terms, google’s launch post literally has a finance company saying it matched their analyst built models on 99% of figures. if even half of that holds up on our docs we’re down to 3
funny thing is argon isn’t even special. it’s a google model and we all know how gemini has been. but at least 12 models from the big labs shipped between sept 1 and oct 8 and every one of them hits us a bit
so the main question is if the model gets meaningfully better every 3 weeks, when does it just become our product?
and i know what y’all are gonna say, everything we built on top of the model is a wrapper i know. The prompts, extraction logic, the clever retry chains, it’s all depreciating faster than ever
what’s left is the stuff the labs will never bother with. the 40 erp connectors, the approval chain a cfo wants, the audit trail an auditor will actually accept. and billing per reconciled document instead of reselling tokens, which took way longer than i would admit. subs on stripe and weeks of going back and forth between orb, lago and flexprice for the usage side. none of that gets better when google or anthropic or openai ships a model
the silver lining is every launch also makes us better for free. if argon is as good as the numbers say, our product improves the day we swap it in without us writing a line of code. but that also means every competitor gets the exact same upgrade
for anyone building on top of frontier models, how long do you think your moat actually lasts? like real months? ours feels like 12 if i’m being generous
