The "no moat" memo

llm, strategy

blaise July 9, 2023, 2:02am 1

Comment on the Memo

Leaked Google document: “We Have No Moat, And Neither Does OpenAI”

SemiAnalysis published something of a bombshell leaked document this morning: Google “We Have No Moat, And Neither Does OpenAI”. The source of the document is vague: The text below is …

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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