No. of Recommendations: 3
> "We think that Google is both in a better position than anybody else to understand AI, both technically and as a business. Google actually invented the modern Transformer architecture that was essentially the invention of the modern LLM engine. We think that Google is in a better position than anyone else to exploit AI for many reasons including its large server business, its ability to make its own AI chips, and the traffic that it consistently has coming to its various sites to get answers to questions."
Then you will be aware that Google is the source of the most influential (and correct) essay on the structural viability of 'AI as a business'.
"We have no Moat, and Neither does OpenAI"
TRS
