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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.


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


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.


There is a difference between downloading a few videos and having access to ALL of them.


A good dataset to train on. Now if after a Zoom call collegue ask you to like their video and subscribe to them on YouTube it would look a little suspicious.


A very wry observation! I wonder how fake videos will expose themselves in novel ways like this.


Not to mention all the metadata buried inside their internal api


So, it's true that IP law is going to have some catch-up to do with applications to machine learning and how copyright works in that world.

Nonetheless I'd be really worried if you were working on a startup whose training process started with "We'll just scrape YouTube because that is for all intents and purposes public data".


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




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