Google “We have no moat, and neither does OpenAI”
The current paradigm is that AI is a destination. A product you go to and interact with.<p>That&#x27;s not at all how the masses are going to interact with AI in the near future. It&#x27;s going to be seamlessly integrated into every-day software. In Office&#x2F;Google docs, at the operating system level (Android), in your graphics editor (Adobe), on major web platforms: search, image search, Youtube, the like.<p>Since Google and other Big Tech continue to control these billion-user platforms, they have AI reach, even if they are temporarily behind in capability. They&#x27;ll also find a way to integrate this in a way where you don&#x27;t have to directly pay for the capability, as it&#x27;s paid in other ways: ads.<p>OpenAI faces the existential risk, not Google. They&#x27;ll catch up and will have the reach&#x2F;subsidy advantage.<p>And it doesn&#x27;t end there. This so-called &quot;competition&quot; from open source is going to be free labor. Any winning idea ported into Google&#x27;s products on short notice. Thanks open source!