Yes, OpenAI and Google Will Likely Have Moats in Generative AI (164)

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 ...

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A podcast by TechMoat Consulting on the strategies of the best digital companies in the US and China / Asia. Tech Strategy offers:-Deep dives into the strategies and business models of leading tech companies. -Lessons on important digital concepts.Lots more information available at Jefftowson.com and techmoatconsulting.comTo marketers, I do not have podcast guests. This podcast is not investment advice. Me and any guests may get the numbers or information wrong. The views expressed may no longer be relevant. Investing is risky. Do your own research.