A reference to the good doc: https://www.semianalysis.com/p/google-we-have-no-moat-and-neither https://www.semianalysis.com/p/google-we-have-no-moat-and-ne...

A reference to the good doc: https://www.semianalysis.com/p/google-we-have-no-moat-and-neither https://www.semianalysis.com/p/google-we-have-no-moat-and-ne... While I'm linking semianalysis, though, it's probably worth talking about how everyone except Google is GPU poor: https://www.semianalysis.com/p/google-gemini-eats-the-world-gemini https://www.semianalysis.com/p/google-gemini-eats-the-world-... (paid) > Whether Google has the stomach to put these models out publicly without neutering their creativity or their existing business model is a different discussion. Google has a serious GPU (well, TPU) build out, and the fact that they're able to train moe models on it means there aren't any technical barriers preventing them from competing at the highest levels