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 have moats. Business models have moats.
• We are looking for competitive defensibility, not moats.
• Adoption by dominant players with big moats that are not being impacted will be the biggest beneficiaries.
• Foundation models will likely advance from early mover plus digital marathon to defensible moats in platform business models.
  • Innovation platforms. These are likely. And offer a model for coexistence with open source models.
  • Learning platform. It is unclear how these will evolve. They will be different than search,

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Related articles:

• AutoGPT and Other Tech I Am Super Excited About (Tech Strategy – Podcast 162)
• The Winners and Losers in ChatGPT (Tech Strategy – Daily Article)

From the Concept Library, concepts for this article are:

• GPT and Generative AI
• Innovation Platforms
• Learning Platforms

From the Company Library, companies for this article are:

• OpenAI / GPT / ChatGPT
• Google / Bard

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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.

I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.

Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.

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