Alphabet engineer claims OpenAI and Google will lose AI moat, Apple & DoorDash earnings
twistticker.substack.com
In a leaked document, a senior software engineer at Alphabet claimed that both Google and OpenAI would lose their moats in AI to open-source solutions - Link Apple Q2 earnings: revenue: $94.8B (-3% y/y); product revenue: $73.9B (-4% y/y), services revenue: $20.9B (+5% y/y); net income: $24.1B (-3% y/y); total current and non-current cash and securities: ~$166.4B; shares were up over 4% after beating on the top-line and bottom-line -
Alphabet engineer claims OpenAI and Google will lose AI moat, Apple & DoorDash earnings
Alphabet engineer claims OpenAI and Google…
Alphabet engineer claims OpenAI and Google will lose AI moat, Apple & DoorDash earnings
In a leaked document, a senior software engineer at Alphabet claimed that both Google and OpenAI would lose their moats in AI to open-source solutions - Link Apple Q2 earnings: revenue: $94.8B (-3% y/y); product revenue: $73.9B (-4% y/y), services revenue: $20.9B (+5% y/y); net income: $24.1B (-3% y/y); total current and non-current cash and securities: ~$166.4B; shares were up over 4% after beating on the top-line and bottom-line -