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
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.
SemiAnalysis said the document came from a researcher at Google, was shared on a public Discord server, and that it had verified its authenticity. LWN linked the piece.
Unconfirmed by Google. The authenticity check is the publisher’s own, not an independent one.