It feels like (to me) that Google's TPU advantage (speculation is Meta is buying a bunch) will be one of the last things to be commoditized, which gives them a larger moat. Normal chips are hard enough to come by for this stuff.

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eden-u4 4 hours ago | parent | next [-]

Also, they have all the infra to actually use all that tpus advantage (as well as actual researchers, contrariwise to OpenAI)

	▲	laluser 4 hours ago \| parent [-]
		That will be less of a problem since OAI can spill out to other providers as needed if their own capacity is under high utilization. They already use coreweave, aws, azure, etc. Google doesn't do that as far as I know and don't see why they would, so they are stuck eating the capacity planning.

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laluser 4 hours ago | parent | prev [-]

OAI is already working on shipping their own chips.

	▲	Andrex 3 hours ago \| parent [-]
		True, but Google's been making them for 10 years, which subjectively feels like a long time in tech.