“Arms race” is the wrong mental model for AI. Here’s a better one.
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Some researchers seem to believe the opposite is true. I think it was Facebook who said they have no moat. Maybe it was google.
We have no moat and neither does OpenAI is the leaked document you’re talking about
It’s a pretty interesting read. Time will tell if it’s right, but given the speed of advancements that can be stacked on top of each other that I’m seeing in the open source community, I think it could be right. If open source figured out scalable distributed training I think it’s Joever for AI companies.