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You can’t build a moat with AI (redux)

There’s a Whale in Nvidia’s Moat

A leaked internal Google note predicted the rise of open source models already in 2023: “We Have No Moat, And Neither Does OpenAI”

Nvidia’s CEO defends his moat as AI labs change how they improve their AI models

Nvidia CEO Reveals GPU and Software Moat in AI Chips

Research vs. development: Where is the moat in AI?

You can't build a moat with AI