OK, it's all buzz but it's still interesting…
“We Have No Moat, and Neither Does OpenAI”. This phrase originates from a leaked Google memo, expressing concerns of a senior software engineer about the company's competitiveness against open-source AI technology. The memo highlights that while Google and OpenAI have been preoccupied with each other, open-source projects have been swiftly and effectively addressing significant AI challenges.
Penned by an unidentified senior software engineer, the memo suggests that Google's advantage in large AI models has diminished. Open source models are now preferred for their speed, customization, and privacy.
Proposing that Google should align with the open-source movement, akin to their success with Chrome and Android, the memo arrives amid reports of Google's rapid transformations to compete with AI advancements by OpenAI, Microsoft, and other entities.
Notable shifts include Google's "code red" declaration in December, signaling a renewed AI focus, and a policy change led by Jeff Dean in February. In the past, Google encouraged AI researchers to share findings through academic papers, yet the focus now is on translating AI breakthroughs into practical products before publishing research papers.
The bottom line : regardless of Google's response to the memo, the document offers valuable insights into the competitive AI landscape and the significance of open source.
Google "We Have No Moat, And Neither Does OpenAI" (Semi Analysis)