Google: We Have No Moat, And Neither Does OpenAI - Is It Really?

The text below is a very recent leaked document, which was shared by an anonymous individual on a public Discord server who has granted permission for its republication. It originates from a researcher within Google.

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

Open-source surpasses Google and OpenAI in foundation model development Rapid open-source progress with Meta's LLaMA leak Implications for Google and OpenAI: Focus on collaboration, 3P integrations, and smaller models People prefer unrestricted, free alternatives Key insights missed: LoRA's fine-tuning technique Small models allow faster iteration Data quality scales better than data size Direct competition with open-source is a losing proposition Google should cooperate with the open-source community OpenAI faces similar challenges from open-source advancements

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