Saved by Darren LI and
Google "We Have No Moat, and Neither Does OpenAI"

🔥 If you read one thing about AI this week, let it be Google’s leaked doc
“We have no moat, and neither does OpenAI” https://t.co/qwjLiCRYNW




A Former $MSFT employee who worked with OpenAI on the $MSFT side shares some really interesting views on the relationship between OAI and $MSFT and why he thinks $GOOGL Cloud is the next wave:
1. In his view, there is a plateau as of GPT 4.5. forward in terms of training. He thinks that GPT-5 is GPT 4.5. with a router... See more
IMHO, Anthropic and OpenAI are playing a losing game trying to continue scaling compute by hemorrhaging equity capital losses (massively underwater CAC) as their core competitive strategy. Let me unpack this view:
Hyperscalers (specifically MSFT, META and GOOG) have orders of magnitude more resources (talent), users... See more
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