https://www.theverge.com/2023/7/10/23790132/google-memo-moat-ai-leak-demis-hassabis
In this link this discussion:
The memo, which was obtained by SemiAnalysis from a public Discord server, says that neither Google nor OpenAI have what they need to succeed in the AI industry. Instead, the researcher claims “a third faction has been quietly eating our lunch”: open-source AI models that the researcher says are “faster, more customizable, more private, and pound-for-pound more capable.”
WHO IS THE THIRD FACTION?
Open source AI models?
Yep, that is what I got out of it too.
Just wanted to add that The Verge article quotes from the source document, but does not include its links, etc. Here's a hyperlinked version, including some specific open source resources, which the author calls 'third faction' content: https://www.semianalysis.com/p/google-we-have-no-moat-and-neither
Hell of a good read there
/thread lol