I think this is absolutely accurate and here's why:
1. open-source will surely beat the big guys. Openai and google do NOT have a monopoly on smart people, there's far more of us that do not work for them. Any smart person who is not allowed on the winning team will simply make their own team win. Therefore openAI and google will be left in the dust in 2 years flat. And I don't see anything stopping researchers from leaving and then just giving their truly awesome ideas to open-source after they take home the big bucks.
2. They have no moat, at least not one that is going to be there for long. -... (read more)
I think this is absolutely accurate and here's why:
1. open-source will surely beat the big guys. Openai and google do NOT have a monopoly on smart people, there's far more of us that do not work for them. Any smart person who is not allowed on the winning team will simply make their own team win. Therefore openAI and google will be left in the dust in 2 years flat. And I don't see anything stopping researchers from leaving and then just giving their truly awesome ideas to open-source after they take home the big bucks.
2. They have no moat, at least not one that is going to be there for long.
-... (read more)