[TheCaptain4815]

I wonder if the real killer app is Googles hardware scale verses OpenAi' s(or what Microsoft gives them). Seems like nothing Google's done has been particular surprising to OpenAi's team, it's just they have such huge scale maybe they can iterate faster.

[dist-epoch]

The real moat is that Google has access to all the video content from YouTube to train the AI on, unlike anyone else.

[sarreph]

I’m not sure I would necessarily call YouTube a moat-creator for Google, since the content on YouTube is for all intents and purposes public data.

[danpalmer]

And the fact that Google are on their own hardware platform, not dependent on Nvidia for supply or hardware features.