This leaked Google AI document is really interesting. It was clearly written by a very senior person who understands both tech and marketplace dynamics very well. It is coming to the -- to me, entirely unexpected -- conclusion that the only winning strategy for Google is to open-source Google's #AI crown jewels.

Will Google does that? I doubt it, it's now a conservative org and they don't move just because somebody is right. But so intriguing ...

https://www.semianalysis.com/p/google-we-have-no-moat-and-neither