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

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3 pointsj1br1 comment

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

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