Replying to Avatar Zach

Holy shit.

“We have no moat and neither does openAI”

https://open.substack.com/pub/semianalysis/p/google-we-have-no-moat-and-neither?r=7ew6d&utm_medium=ios&utm_campaign=post

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Running Man 2y ago

I have a growing interest in this space. Thanks for sharing.

Great read!

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Zach 2y ago

Yeah, it’s fascinating. Even if it turns out not to be from a researcher at Google, if general thesis is true it won’t matter. Open source stuff will win.