If anybody Google would know most about that after their LLM memo all that time ago (basically "we're losing because we're trying to fight/compete with OS model

If anybody Google would know most about that after their LLM memo all that time ago (basically "we're losing because we're trying to fight/compete with OS models"): https://www.semianalysis.com/p/google-we-have-no-moat-and-neither https://www.semianalysis.com/p/google-we-have-no-moat-and-ne...