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

simonwillison.net

113 pointscube22225 comments

Related discussion from today:

Google “We Have No Moat, and Neither Does OpenAI”

https://news.ycombinator.com/item?id=35813322 (138 comments)

@dang maybe comments should be move there, since there's quite a few here now.

Dang doesn't receive pings when at-mentioned. It's much more effective to email hn@ycombinator.com when you notice something you feel should be addressed or fixed. Cheers.

Comments moved thither. Thanks!

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1 point by deeplstm 0 minutes ago | prev | next | edit | delete [–]

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

Reply on news.ycombinator.com