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

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

Whether Microsoft and Google (and the other big generative AI backers) slowly wind down their positions, or cannibalize their companies to keep OpenAI and Anthropic (as well as their own generative AI efforts) alive, I’m convinced that the end result will be the same. I fear tens of thousands of people will lose their jobs, and much of the tech ind... See more