I mean, all this talk about "moats" is directly tied to monetization. The leaker is saying "no matter what product we build with AI, equivalent open-source prod

I mean, all this talk about "moats" is directly tied to monetization. The leaker is saying "no matter what product we build with AI, equivalent open-source products will pop up free of charge, so we won't be able to charge for our product". And while integrating a LLM into, say, Google Docs can be a selling point, it's not going to be a moat if OSS developers have access to their own LLMs; end users are going to choose Google Docs over FoobarOffice Online™ because Google Docs has a slightly better auto-complete or whatever. So even if Google decides to integrates their LLM into Doc, it's not clear that it wouldn't benefit from open-sourcing that LLM and encouraging people to experiment on it.