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# Google’s “no moat” AI memo, published by SemiAnalysis — still unconfirmed

SemiAnalysis published it on May 4, 2023 and said it had verified it. It is not a Google position, and Google has not confirmed it in our sources.

Leaked on 04 May 2023

![Evidence tray card: Google’s “no moat” AI memo, published by SemiAnalysis — still unconfirmed](https://leakly.com/assets/og/google-no-moat-memo.png)

On May 4, 2023, @dylan522p posted a leaked internal Google document arguing that open-source AI would outcompete Google and OpenAI, noting it was one Googler’s opinion.

> **Dylan Patel** @dylan522p
>
> Google "We Have No Moat, And Neither Does OpenAI"
> Leaked Internal Google Document Claims Open Source AI Will Outcompete Google and OpenAI
> This is the opinion of one Googler, we do not agree, simply sharing.
> $GOOGL $MSFT $META $AI $NVDA $AMZN $AAPL
> https://t.co/64BYjwiRxG
>
> 657 likes · 115 reposts · counts as of 09 Nov 2026, 07:12 UTC
>
> — Dylan Patel (@dylan522p) [May 4, 2023](https://twitter.com/dylan522p/status/1654066074382651394)

not in our leaker index

[SemiAnalysis](https://newsletter.semianalysis.com/p/google-we-have-no-moat-and-neither) said the document came from a researcher at Google, was shared on a public Discord server, and that it had verified its authenticity. [LWN](https://lwn.net/Articles/930939/) linked the piece.

Unconfirmed by Google. The authenticity check is the publisher’s own, not an independent one.

[Unconfirmed]

## What happened later

Unconfirmed by Google; publisher says it verified the document.

## Sources

* [Original X post by @dylan522p](https://x.com/dylan522p/status/1654066074382651394)
* [SemiAnalysis — Google "We Have No Moat, And Neither Does OpenAI"](https://newsletter.semianalysis.com/p/google-we-have-no-moat-and-neither)
* [LWN — Google "We Have No Moat, And Neither Does OpenAI" (SemiAnalysis) [LWN.net]](https://lwn.net/Articles/930939/)

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