this post was submitted on 08 Jul 2023
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Some researchers seem to believe the opposite is true. I think it was Facebook who said they have no moat. Maybe it was google.
We have no moat and neither does OpenAI is the leaked document you're talking about
It's a pretty interesting read. Time will tell if it's right, but given the speed of advancements that can be stacked on top of each other that I'm seeing in the open source community, I think it could be right. If open source figured out scalable distributed training I think it's Joever for AI companies.
The "no moat" is the theme of this year's internet and is the real reason why reddit introduced a fee for their API (despite not telling people that directly, in fear of looking greedy) and Twitter heavily rate limiting their content (to slow down AI scraping from their "competitors")
The irony is that their obsession with keeping their current database private, they've essentially removed a large chunk of their existing userbase who are generating new content. They're going to have to hope that AI can procedurally create new content for them and that (importantly) people are interested in reading non-humans talk about anything.