Whether that "leak" is genuine is not clear, but what is clear is that building LLM / AI capability is no longer a major technical hurdle, definitely not for any entity of the size of Amazon or Apple.
The timescale for integrating such tools into existing business models or developing new business models is a different story. They don't need to impress the over-exited social media echo chambers, they need to project 1) legal (not subject to lawsuits), 2) stable (not a fad) and 3) defendable (the moat thingy) cash flows for multi-years forward.
Actually the hoopla of the past year where a lot of preliminary stuff is released/discussed/leaked does not fit at all the playbook of a "serious" corporate. Not clear what it really means, maybe big tech is feeling that the status quo is very fragile, so they take more risk than necessary or maybe they are so confident that they don't care about optics.
The timescale for integrating such tools into existing business models or developing new business models is a different story. They don't need to impress the over-exited social media echo chambers, they need to project 1) legal (not subject to lawsuits), 2) stable (not a fad) and 3) defendable (the moat thingy) cash flows for multi-years forward.
Actually the hoopla of the past year where a lot of preliminary stuff is released/discussed/leaked does not fit at all the playbook of a "serious" corporate. Not clear what it really means, maybe big tech is feeling that the status quo is very fragile, so they take more risk than necessary or maybe they are so confident that they don't care about optics.