“…holding on to a competitive advantage in technology becomes even harder now that cutting edge research in LLMs is affordable. Research institutions all over the world are building on each other’s work, exploring the solution space in a breadth-first way that far outstrips our own capacity. We can try to hold tightly to our secrets while outside innovation dilutes their value, or we can try to learn from each other.”

https://open.substack.com/pub/semianalysis/p/google-we-have-no-moat-and-neither?utm_source=direct&utm_campaign=post&utm_medium=web