Nathan and Erik analyze the moats of the most powerful companies in AI. The paradigm-shifting technology has led to a flourishing open-source community with market share. Yet, the big players have key competitive advantages that can be examined from many different angles.

LINKS:

Nathan’s Twitter thread on AI moats that sparked this discussion: https://twitter.com/labenz/status/1654853321876815872

Read about the 9 moats at length in our newsletter: https://cognitiverevolution.substack.com/p/the-leaked-google-memo-and-a

Leaderboard for AI rankings: https://lmsys.org/

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TIMESTAMPS:

(00:00) Episode Preview

(01:36) Where are the moats in AI?

(07:31) Open source vs. closed

(15:24) Recommendation: The AI Breakdown Podcast

(16:39) Sponsor: Omneky

(20:46) AI Safety

(33:00) Which players are going to win? 9 Moats.

TWITTER:

@CogRev_Podcast

@labenz (Nathan)

@eriktorenberg (Erik)

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This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at erik@turpentine.co.

Music Credit: MusicLM

More show notes and reading material released in our Substack: https://cognitiverevolution.substack.com