The key point of Google’s “we have no moat” memo on generative AI is that ecosystems are the moat
A few weeks ago, an internal memo from Google (or so it was claimed) was leaked that warned, “We have no moat.” Allegedly, it was written by an AI researcher at the company who was explaining how the real competitive threat to Google’s generative AI initiatives wasn’t OpenAI. It was open source communities. If you want to understand the enormous power of ecosystems — and if you’re in martech, this may be the most important topic …