I don't think you're honestly accounting for the engineering behind the progress models are making. If it was just a matter of compute on hand and iterating, Meta would be neck and neck with Ant, OAI, and Google, but clearly you've gotta have more.

Noam has a deep expertise in these systems at every level, both algorithmically and at production scale, and knows how to leverage things at different levels.

It's not like Google won't have anyone else that can do what he does, but at the same time, it's an implicit criticism of Google's culture, operations, development, and overall AI program. Shazeer is well past the point where the paycheck is the deciding factor, although I'm certain he is very well paid. Having the freedom to innovate and build free from the corporate fuckery of Google and Facebook is probably more valuable than the pay raise he got with the move, and OAI has the advantage of not having to cope with decades of corporate cruft and inertia. They'll get there - all corporations do - but they're relatively young enough to still be nimble.

> Noam has a deep expertise in these systems at every level

As do thousands of people say this point. You think the head of deepseek doesn't?

I honestly don't think that matters for multiple reasons:

1. There are already multiple "sota" models on the market that compete with only marginal gains between them (OpenAI, Anthropic, Google/Gemini) and some that are catching up (DeepSeek, Qwen,..).

2. The fact that something is a hard engineering problem does not mean it's generating revenue. So while what you said is true, deep expertise is required to push the industry forward, I don't think that is going to matter for the bottom line of these companies. Hence why I think the models don't give a company any 'moat' in a capitalist economy.