“Leaked” Google document: “…the uncomfortable truth is, we aren’t positioned to win this arms race and neither is OpenAI. While we’ve been squabbling, a third faction has been quietly eating our lunch.

I’m talking, of course, about open source.”

https://www.semianalysis.com/p/google-we-have-no-moat-and-neither

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

Leaked Internal Google Document Claims Open Source AI Will Outcompete Google and OpenAI

SemiAnalysis
@counternotions I kept thinking “This is *so* well-written” and then realized the author(s) definitely would have been assisted by a bleeding-edge LLM.

@localhost @counternotions

In that case I'm just glad that the robots are on the side of open source!

It is a great article though. Lots of learnings and warnings.