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Comment by washadjeffmad

https://newsletter.semianalysis.com/p/google-we-have-no-moat...

"This necessarily means relinquishing some control over our models. But this compromise is inevitable. We cannot hope to both drive innovation and control it." (2023)

In light of history, they went with the third option.

I think Google wasn't the only one to recognize that availability of inexpensive commodity components was a threat to AGI services. Early on, we also saw a push to release "AI Ready" devices, which have all been shelved, along with a rebranding that calls minor appliance-like systems with some native capability "AI supercomputers".

We were poised for local AI for so many years, and then suddenly... we weren't.

I'm not claiming a handful of companies colluded to manipulate the availability and pricing of commodity components to stifle competition with local/on-prem usage and force people onto services they controlled, but if that's what they intended to do, what might they have done differently?

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