Read_000 - Google "We Have No Moat..."

14 Jun • 1hr 10m

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Show Notes

"These contributions were pivotal in the image generation space, setting Stable Diffusion on a different path from Dall-E. Having an open model led to product integrations, marketplaces, user interfaces, and innovations that didn’t happen for Dall-E. The effect was palpable: rapid domination in terms of cultural impact vs the OpenAI solution, which became increasingly irrelevant. Whether the same thing will happen for LLMs remains to be seen, but the broad structural elements are the same." — Anonymous Google Employee

While I wasn't sure whether I would bring the "read" format to this podcast, there was just too much great material to cover and I felt I would do a disservice if I didn't make it available for the audience who wants to dive into this stuff with me fully, rather than be satisfied with a summary. So I felt the best option for a flagship read, was the article that finally tipped me over the edge to start Ai Unchained. A leaked document from a Google employee seeing the trends and compounding effects of the open source Ai movement, titled "We Have No Moat, and Neither Does OpenAI." Get ready for a great read, and the shows first Guy's Take...

To dive deeper into the links provided in the read:
https://www.semianalysis.com/p/google-we-have-no-moat-and-neither?utm_source=direct&utm_campaign=post&utm_medium=web

Links for Ai tools and other content mentioned in the show:
Chris Lattner on Lex: https://open.spotify.com/episode/6flH0XxwdIbayoXTHOgAfI?si=dd0cfa7035d5407f
Modular announces Mojo: https://www.modular.com/
RunwayML - text2video: https://runwayml.com/

Guy's Nostr Pubkey: npub1h8nk2346qezka5cpm8jjh3yl5j88pf4ly2ptu7s6uu55wcfqy0wq36rpev

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