Google will need a far better LLM than OpenAI to throw them decisively off the AI throne, just like another company would need a far better search engine than Google to throw them off the search throne. ChatGPT is now the 7th highest ranking website on the planet - does anyone outside the HN crowd know about Google AI Studio?Brands matter, and when regular people think AI, they think of OpenAI before they think Google, even if Google has more AI talents and scores better on tests.
And isn't it good? Who wants a world where the same handful of companies dominate all tech?
uncomplexity_|10 months ago
1. unlike openai, google is already cashflow positive and doesnt need to raise any external funds
2. unlike openai, google already has the distribution figured out on both software and hardware
google is like an aircraft carrier that takes so fucking long to steer, but once done steering its entire armada will wipe you the fuck out (at least on the top 20% features for 80% use case)
anthropic already especialized for coding, openai seems to be steering towards intimacy, i guess they both got the memo that they need to specialize
riku_iki|10 months ago
this can quickly change in several quarters, if users decide to leave google search, then all google org/infra complexity will play very badly against them
danpalmer|10 months ago
And Google is #1 and #2, with search and YouTube. Distribution is a huge part of the problem and they’ve got some great distribution options.
neuderrek|10 months ago
ramesh31|10 months ago
This isn't about consumer facing chatbots anymore. Industry adoption is what matters. And GCP is a far far easier sell than Anthropic or OpenAI. If they both can't respond in a significant way (capability or price) very shortly, 2.5 is going to start eating their lunch.