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

  • Article
  • May 3, 2023
  • #BigTech #ArtificialIntelligence
Dylan Patel
@dylan522p
(Author)
www.semianalysis.com
Read on www.semianalysis.com
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3 Mentions
We’ve done a lot of looking over our shoulders at OpenAI. Who will cross the next milestone? What will the next move be? But the uncomfortable truth is, we aren’t positioned to win... Show More

We’ve done a lot of looking over our shoulders at OpenAI. Who will cross the next milestone? What will the next move be?

But 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. Plainly put, they are lapping us. Things we consider “major open problems” are solved and in people’s hands today. Just to name a few:

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Ari Paparo Dot Eth @aripap · May 5, 2023
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This is an amazing read about open source AI.
Yuri Sagalov @yuris · May 4, 2023
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This leaked Google memo about the advantage of going fully open source in AI is really thoughtful and introspective. Definitely worth a read.
Simon Willison @simonw · May 4, 2023
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Leaked Google document: “We Have No Moat, And Neither Does OpenAI” The most interesting thing I've read recently about LLMs - a purportedly leaked document from a researcher at Google talking about the huge strategic impact open source models are having
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