In May 2023,a memo from an unnamed Google AI engineer leakedand quickly made therounds of the tech newsophere, racking up thousands of comments on Hacker News. The memo was titled “ We Have No Moat…And Neither Does OpenAI”. The gist of the...  Read More

I rarely blog or post on social media but I do write a private weekly newsletter for our staff and board and for a couple of weeks in a row have been writing about DeepSeek. What I didn’t consider is the reaction this week in the press and...  Read More