[rakejake]

Gemini is apparently doing pretty well. 400 monthly active users on their app and they recently increased the prices for their API.

Sundar Pichai has taken a lot of heat in the past couple years (and for good reason) but distribution is one of his main strengths. Now that they are back to being SOTA on the models, they can fallback on their bread and butter.

I think ChatGPT is still going to be a major player considering the amount of mindshare they have but I tend to fall on the side that thinks there's room for multiple players in the AI game.

[harmmonica]

I actually didn't know that 400 million number. Substantial obviously even without knowing exactly how they're defining active and how "unique" that number is (installs of the app? Does it come stock on Android somehow?). And I would've been one of the folks (glibly?) criticizing Sundar's leadership, a big part of which was because they seemed to be caught flat-footed when OpenAI took off even though they had the SOTA tech even before ChatGPT was released.

That said, it does seem like they're somehow managing through this pretty well with this earnings call being the first clear indication of it. Will they be able to continue to do that? I guess that's partially up to them maintaining parity, or better, with the competition (not that folks are going to jump overnight from one provider to another without some earth-shattering advancement).

Definitely agree and I guess hope that there will be room for multiple players in this.

[rakejake]

If Google can fend off the US DoJ, I think they're going to be just fine.