https://www.theverge.com/2023/7/10/23790132/google-memo-moat-ai-leak-demis-hassabis
In this link this discussion:
The memo, which was obtained by SemiAnalysis from a public Discord server, says that neither Google nor OpenAI have what they need to succeed in the AI industry. Instead, the researcher claims “a third faction has been quietly eating our lunch”: open-source AI models that the researcher says are “faster, more customizable, more private, and pound-for-pound more capable.”
WHO IS THE THIRD FACTION?
Open source AI models?
Yep, that is what I got out of it too.
Just wanted to add that The Verge article quotes from the source document, but does not include its links, etc. Here’s a hyperlinked version, including some specific open source resources, which the author calls ‘third faction’ content: https://www.semianalysis.com/p/google-we-have-no-moat-and-neither
Hell of a good read there
/thread lol
The open source researchers that took the meta weights and ran with them, and then superseded them, was how I read it. It was the overall innovations that made patching as effective if not more than recompiling from scratch.
I am curious how long this memo lasts as a real leak. Like I haven’t tried digging below the surface of information as presented, but most of this is indistinguishable from magic in actual practice. Like even open source, does not mean I have a chance in hell of compiling on my own, and modifying is completely absurd at this point. I wouldn’t mind learning, but I know I’m out of my depth on that one. Could this leak be a false flag or public passivation for political reasons? Making the publicly available options sound advanced and capable takes a lot of pressure off of proprietary efforts right as they are hitting a larger public focus.
I believe the memo is saying meta will benefit in the end because they can utilise community innovation already built in their own architecture
If you read the memo they talk about meta as possible benefiter of open source advances
Meta. They are smashing it with small customisable, specialised models.
Listen to the latest lex fridman podcast with zuck. I found it quite fascinating.
And then there’s worrying about not wearing the same thing twice. My god! Don’t know how you do it.
A wild guess, but could it be Microsoft?
I mean they are already creating use cases and integrating them in their apps, especially their business suite.
While Google and OpenAI are ahead in AI innovation, I feel Microsoft is getting ahead in implementation and actual end user scenarios.
Microsoft office offerings are still much larger than Google’s, plus they capture Dev’s needs with GitHub CoPilot and VS/ VSCode integrations.
I feel like by the time Google will be ready or OpenAI’s contract with MS ends, both of these companies will lag sufficiently behind MS in real world.
Microsoft currently lack the internal know how on AI. It is behind. They are the best understanding the average user/company needs, but they currently depend on openai. Either the buy openai (risking to destroy it because Microsoft is relatively bad at real research and cutting edge engineering) or they need to invest a lot more than Google.
If you read the memo, the 3rd player is meta. Microsoft is not even considered.
Microsoft will for sure make more money than anyone else, because that’s their job, making more money than anyone. They are a bad tech company, but a great money printer company
Microsoft owns part of openai don’t they?
It’s a complicated deal, since Open AIs corporate structure, but they are one of the bigger supporters and get a lot of their profits.
Sidenote, I think its absolutely criminal to call your company open__ when there’s nothing open about it.
No, they are separate entities. MS heavily funded openai once musk left and has a preferential access to its products and tech
Instead, the researcher claims “a third faction has been quietly eating our lunch”: open-source AI models that the researcher says are “faster, more customizable, more private, and pound-for-pound more capable.”
The sentence you quote says who the 3rd faction is: Open-source AI models.
