simonwillison.net · Saved May 9, 2023

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

simonwillison.net/2023/May/4/no-moat

What Jamie wrote

Interesting read from an internal assessment at Google about the strategic path for LLMs. In part due to Facebook's LLaMa there is an incredible amount of innovation happening everywhere with AI. An AI LLM that lives on your phone and you have a sustained "relationship" over time seems like it will be here faster than we can imagine. So is there a long term strategic win for companies like OpenAI if open source proliferates so fast? We'll have to wait to see.

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