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.That's not at all how the masses are going to interact with AI in the near future. It's going to be seamlessly integrated into every-day software. In Office/Google docs, at the operating system level (Android), in your graphics editor (Adobe), on major web platforms: search, image search, Youtube, the like.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'll also find a way to integrate this in a way where you don't have to directly pay for the capability, as it's paid in other ways: ads.OpenAI faces the existential risk, not Google. They'll catch up and will have the reach/subsidy advantage.And it doesn't end there. This so-called "competition" from open source is going to be free labor. Any winning idea ported into Google's products on short notice. Thanks open source!