# Google "We Have No Moat, and Neither Does OpenAI" ![rw-book-cover](https://substackcdn.com/image/fetch/w_1200,h_600,c_limit,f_jpg,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F241fe3ef-3919-4a63-9c68-9e2e77cc2fc0_1366x588.png) ## Metadata - Author: [[Dylan Patel]] - Full Title: Google "We Have No Moat, and Neither Does OpenAI" - Category: #articles - URL: https://www.semianalysis.com/p/google-we-have-no-moat-and-neither ## Highlights - We’ve done a lot of looking over our shoulders at OpenAI. Who will cross the next milestone? What will the next move be? But the uncomfortable truth is, *we aren’t positioned to win this arms race and neither is OpenAI*. While we’ve been squabbling, a third faction has been quietly eating our lunch. ([View Highlight](https://read.readwise.io/read/01gzv8tvb8f52va4jjfteec9m3)) - Note: [[Google]] recognizing that [[Large Language Models]] are more effective at a personal level than at an organizational level. I also think they are extremely scared because they will lose their [[Platforms]] to much more [[Convivial tools]]. - [[ZK - 2023-05-07 - The biggest impact of LLMs is at a personal level]]