Google “We Have No Moat, And Neither Does OpenAI” – SemiAnalysis - discu.eu

Hacker News

Google "We have no moat, and neither does OpenAI" (2023) https://semianalysis.com/2023/05/04/google-we-have-no-moat-and-neither/ 52 comments 27/1/2025

Reddit

A leaked internal Google note predicted the rise of open source models already in 2023: “We Have No Moat, And Neither Does OpenAI” https://semianalysis.com/2023/05/04/google-we-have-no-moat-and-neither/ 63 comments 27/1/2025 technology

Linking pages

DeepSeek: The Greatest Growth Hack of All Times meets its David in a Chinese Quant. https://centreforaileadership.org/resources/deepseeks_narrative_attack/ 0 comments

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