Saved by Darren LI and
Google "We Have No Moat, and Neither Does OpenAI"
The seals around corporate research are never airtight: team members leave to found their own AI startups, and some groups like Microsoft Research, Facebook AI Research, and DeepMind still publish articles on their most meaningful contributions. But broadly speaking, if one of these companies makes a unique breakthrough—a trade secret that could ge
... See moreKai-Fu Lee • AI Superpowers: China, Silicon Valley, and the New World Order

The Paywall Opportunity
Consumer growth of these platforms isn’t the only market force at play. As AI adoption grows, publishers are moving to harder and harder paywalls, pushing for direct deals with the model providers to access their content. This has and will create a content vacuum—something anyone who has used ChatGPT Deep Research has certa
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