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Podcast: The Tech Strategy Podcast
Episode: Yes, OpenAI and Google Will Likely Have Moats in Generative AI (164)
Description: This week’s podcast is about the generative AI foundation models of OpenAI and Google. Will they have competitive defenses? Especially against open source.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here are the two articles mentioned:Google “We Have No Moat, And Neither Does OpenAI”.Who Owns the Generative AI Platform?My (working) conclusions are:Technology does not have moats. Business models have moats.We are lookin...