Earlier quoted context omitted.
>Open models... are still behind GPT-4 by some distance but they are closing in at a rate that leads me to believe there’s not much of a moat there Commercially, this doesn't matter even if true. As I keep reminding here: moats are rarely about raw tech. Moats are much more about integrations, brand ("Nobody got fired for buying X"), access to API/raw compute... If OpenAI have a superior Office 365 integration they'l…
I agree with you on that a good integrator can get successful, but we should not forget here that the underlying code running all of this is in the order of hundreds of lines (see alpaca.cpp for example) in combination with a boatload of money required for training (that is quickly going down), to simplify the argument a bit. It's hardly comparable to the gigantic ecosystem of services and micro-services that your co…
Anyway, I treat OpenAI and Microsoft as two sides of the same coin given level of integration between the two. It's arguable the Microsoft has the upper hand here but OpenAI is their main LLM talent. [EDIT: I don't see MS switching backends from a backend they control, especially when performance apparently is adequate enough already and the real cost isn't licensing the code, but Azure, so open source doesn't necessarily have an advantage here.]