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?
A wild guess, but could it be Microsoft?
I mean they are already creating use cases and integrating them in their apps, especially their business suite.
While Google and OpenAI are ahead in AI innovation, I feel Microsoft is getting ahead in implementation and actual end user scenarios.
Microsoft office offerings are still much larger than Google’s, plus they capture Dev’s needs with GitHub CoPilot and VS/ VSCode integrations.
I feel like by the time Google will be ready or OpenAI’s contract with MS ends, both of these companies will lag sufficiently behind MS in real world.