Google has no moat for AI

Interesting copy of an internal Google memo. There are a lot of callouts in there for “AI” implementations that are happening outside of the tech biggies… Amazing how much stuff is going on, and how quickly things are progressing. I wonder if we have “AI” helping to write AI yet… It won’t be far off.

https://www.semianalysis.com/p/google-we-have-no-moat-and-neither