Barely used Twitter this week, judging by engagement on substack, I would assume everyone already read this, but ICYMI:

https://www.semianalysis.com/p/google-we-have-no-moat-and-neither

Impression: Google throwing in a towel in an ultimate corporate realization: CAN'T BEAT OPENSOURCE.

"Paradoxically, the one clear winner in all of this is Meta. Because the leaked model was theirs, they have effectively garnered an entire planet's worth of free labor. Since most open source innovation is happening on top of their architecture, there is nothing stopping them from directly incorporating it into their products.

The value of owning the ecosystem cannot be overstated. Google itself has successfully used this paradigm in its open source offerings, like Chrome and Android. By owning the platform where innovation happens, Google cements itself as a thought leader and direction-setter, earning the ability to shape the narrative on ideas that are larger than itself.

The more tightly we control our models, the more attractive we make open alternatives."