[uncomplexity_]

fair call but

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]

> unlike openai, google is already cashflow positive and doesnt need to raise any external funds

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

[uejfiweun]

I really don't think this is a likely outcome in the 'several quarters' timeframe. The world just spent 2.5 decades going onto Google. There are so many small business owners out there who hate technology... so many old people who took years just to learn how to Google... so many ingrained behaviors of just Googling things... outside of the vocal tech crowd I think it's exceedingly unlikely that users stop using Google en masse.