AI Moat

  • This leaked memo from Google has been doing the rounds last two weeks.
  • The jist is that no one has a moat in AI.
  • The arguments boil down to the idea that there has been so much innovation that open source will win.
  • Ben Thompson lists a few counterarguments about why this might not be true.
  • The other point, mentioned by a friend, is having intellectual property infringement experience as a key competitive advantage.
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