Google "We Have No Moat, and Neither Does OpenAI"

RelatedInsights

‘openness’ often enables systemic exploitation of developers’ and creators’ labor while maintaining the infrastructural and ecosystem dominance of the largest firms. In the context of high levels of corporate concentration and gatekeeping over the ingredients necessary to build AI systems, ‘open’ AI as currently operationalized is primed for... See more

Open Source AI and the Paradox of Open – Open Future

I’ve been saying this for months: there are only 3 real moats in AI 1) Base LLMs – OpenAI, X AI, Google, Meta, Anthropic, etc. 2) Niche verticals – Proprietary data + specialization 3) Distribution – Customer scale + $100M+ revenue Everything else? Slow incumbents... See more

Jesse Tinsley x.com

Meta AI Chief Yann LeCun on His Open Source Mission and the ‘Surprise’ of ChatGPT

Richard Nieva forbes.com

Discussion with my friend: my friend: What's the point of learning this AI stuff or even building AI stuff if there's no moat anyway? It's all open tech and even if you learn and make something it'll just get outcompeted/copied by someone else later?

@levelsio x.com

No one on Earth sits on as much data as Google. LMs' capabilities improve almost exclusively by training on more data. Given that by now Google has figured out how to train frontier models, there's no way it will lose the lead. This $40B recent investment into OpenAI was a huge mistake, and its $300B valuation is... See more

BURKOV

x.com