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
We score an episode from what we can actually measure — its reach and engagement, what listeners say about it, and what it covers. We don't have those signals for this one yet, so it doesn't get a number.
Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.
Rate this episode
Add your vote to the Hive — listeners rate every episode after they finish.
- No reviews yet — be the first.
More from The AI Daily Brief: Artificial Intelligence News and Analysis
See all episodes →
67%Is Kimi K3 Really Fable Class?
66%What the Heck is Graph Engineering?
66%AI Optimism vs. AI Pessimism
Similar episodes from other shows
More like The AI Daily Brief: Artificial Intelligence News and Analysis →
No Moat: Closed AI gets its Open Source wakeup call — ft. Simon Willison
Open-Source AI Battle, Google Throttles Meta, Micron Margins Moon | Edward Coristine & Tai Groot, Chad Rigetti, Pim de Witte, Yadin Soffer, Jack Morris, Neil Movva, Jakob Diepenbrock, Chris Altchek
DeepSeek - How a Chinese AI Startup Shook Silicon Valley
20VC: Deepseek Raises $50BN | Wall St's $725BN AI Question | The Rise of Open Source & How it Threatens OpenAI & Anthropic | OpenAI Builds it's Own Chip: Jalapeno | The Death of Moats & The New AI Software Winners
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.