added by Darren LI and · updated 1y ago
Google "We Have No Moat, and Neither Does OpenAI"
Leaked Google document: “We Have No Moat, And Neither Does OpenAI”
3 highlights
sari added
- OpenAI is now the clear leader in LLM APIs - a position that 4 years ago Google was arguably in the default position to win. The failure of Google to capitalize on its many advantages specifically in AI has been striking. It feels like a Xerox Parc moment of inventing transformers, having all the talent, data, and distribution to build the seminal ... See more
from AI: Startup Vs Incumbent Value by Elad Gil
sari added
And in the end, OpenAI doesn’t matter . They are making the same mistakes we are in their posture relative to open source, and their ability to maintain an edge is necessarily in question. Open source alternatives can and will eventually eclipse them unless they change their stance. In this respect, at least, we can make the first move.
from Leaked Google document: “We Have No Moat, And Neither Does OpenAI” by Simon Willison
sari added