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.
Published · Leaked on
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.
Sources & captured post
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
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