Google "We Have No Moat, And Neither Does OpenAI"

“Directly Competing With Open Source Is a Losing Proposition”

“While our models still hold a slight edge in terms of quality, the gap is closing astonishingly quickly. Open-source models are faster, more customizable, more private, and pound-for-pound more capable. They are doing things with $100 and 13B params that we struggle with at $10M and 540B. And they are doing so in weeks, not months.”

https://open.substack.com/pub/semianalysis/p/google-we-have-no-moat-and-neither

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