Leaked Google Document: “We Have No Moat, and Neither Does OpenAI” (opens in new tab)

(twitter.com)

3 pointsj1br2y ago1 comments

1 comments

I don't think OpenAI and Google have no moat. The biggest moat they have is hardware-software integration, which allows them to serve the models at a very cheap price.

My detailed thoughts in a video format https://youtu.be/cIMlPYI3nz8

j / k navigate · click thread line to collapse

Leaked Google Document: “We Have No Moat, and Neither Does OpenAI” (opens in new tab)

(twitter.com)

3 pointsj1br2y ago1 comments

1 comments

deeplstm2y ago

I don't think OpenAI and Google have no moat. The biggest moat they have is hardware-software integration, which allows them to serve the models at a very cheap price.

My detailed thoughts in a video format https://youtu.be/cIMlPYI3nz8

j / k navigate · click thread line to collapse