We've got to stop calling this a "Google Memo." That's a false narrative. It's just a random doc written by one of 140000+ employees.
> Google has been contacted for comment but it is understood that the document is not an official company memo. [1]
There are moats to products, but less so to pure language models trained on the same web-scale scraped data that many share.
Not all data is readily available to language models, and integration can be difficult.
A company that specializes in say AI for trash sorting likely still has a moat.
Microsoft integrating AI into Windows still has a moat (for Windows).
GPT-4 is ~200 Elo better than the next best semi-public Vicuna-13B in Chatbot Arena [2]. That is a non-zero moat - perhaps due to hosting larger models, training data, licensing, output postprocessing, etc.
[1] https://www.theguardian.com/technology/2023/may/05/google-en...
[2] https://lmsys.org/blog/2023-05-25-leaderboard/
> Google has been contacted for comment but it is understood that the document is not an official company memo. [1]
There are moats to products, but less so to pure language models trained on the same web-scale scraped data that many share.
Not all data is readily available to language models, and integration can be difficult.
A company that specializes in say AI for trash sorting likely still has a moat.
Microsoft integrating AI into Windows still has a moat (for Windows).
GPT-4 is ~200 Elo better than the next best semi-public Vicuna-13B in Chatbot Arena [2]. That is a non-zero moat - perhaps due to hosting larger models, training data, licensing, output postprocessing, etc.
[1] https://www.theguardian.com/technology/2023/may/05/google-en...
[2] https://lmsys.org/blog/2023-05-25-leaderboard/