Leaked Google document: “We Have No Moat, And Neither Does OpenAI” 4th May 2023 SemiAnalysis published something of a bombshell leaked document this morning: Google “We Have No Moat, And Neither Does OpenAI”. The source of the document is vague: The text below is a very recent leaked document, which was shared by an anonymous individual on a public Discord server who has granted permission for its
![Leaked Google document: “We Have No Moat, And Neither Does OpenAI”](https://cdn-ak-scissors.b.st-hatena.com/image/square/bee508fec52152ec83d3a04eeda6e2b3dcdbae2f/height=288;version=1;width=512/https%3A%2F%2Fstatic.simonwillison.net%2Fstatic%2F2023%2Fvicuna-chart.jpg)