https://www.theverge.com/2023/7/10/23790132/google-memo-moat-ai-leak-demis-hassabis

In this link this discussion:

The memo, which was obtained by SemiAnalysis from a public Discord server, says that neither Google nor OpenAI have what they need to succeed in the AI industry. Instead, the researcher claims “a third faction has been quietly eating our lunch”: open-source AI models that the researcher says are “faster, more customizable, more private, and pound-for-pound more capable.”

WHO IS THE THIRD FACTION?