Google Losing to Open Source AI? "We Have No Moat, And Neither Does OpenAI"

This week, a Google researcher had a note leaked that argued that Google (and OpenAI) were going to lose AI to the open source community. In this episode, NLW explores the arguments and asks what the implications might be.  Read the original note: https://www.semianalysis.com/p/google-we-have-no-moat-and-neither