www.semianalysis.com Google "We Have No Moat, And Neither Does OpenAI"
Leaked Internal Google Document Claims Open Source AI Will Outcompete Google and OpenAI
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Internal Google Document Claims Open Source AI Will Outcompete Google and OpenAI
"Weāve done a lot of looking over our shoulders at OpenAI. Who will cross the next milestone? What will the next move be?
But the uncomfortable truth is, we arenāt positioned to win this arms race and neither is OpenAI. While weāve been squabbling, a third faction has been quietly eating our lunch.
Iām talking, of course, about open source..."