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?

  • Zeth0s@lemmy.world
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    1 year ago

    Microsoft currently lack the internal know how on AI. It is behind. They are the best understanding the average user/company needs, but they currently depend on openai. Either the buy openai (risking to destroy it because Microsoft is relatively bad at real research and cutting edge engineering) or they need to invest a lot more than Google.

    If you read the memo, the 3rd player is meta. Microsoft is not even considered.

    Microsoft will for sure make more money than anyone else, because that’s their job, making more money than anyone. They are a bad tech company, but a great money printer company