(no title)
gizmo
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2 months ago
Google is the favorite to win AI by a mile. Not only do they have some of the best AI people, they have absolute unmatched distribution with youtube, search, gmail, docs, chrome, and android. As impressive as OpenAI is they don't have anything except for their brand. It should be clear by now that nobody has a strong lead in training. Nobody has a strong lead in access to compute. Nobody has a killer app because the interface is just chat or voice. And what happens when you can't compete on product? Distribution wins. And Google's advantage here is almost insurmountable. Google can fumble the next 2 years and still end up on top.
Quarrel|2 months ago
It makes serious revenue outside the AI bubble.
Google has (much) more money in cash on hand than OpenAI has raised.
Of course, there are a few other MegaCorps out there, who make money in other places, while having a serious stake in doing well out of AI, but I'm with you. Google FTW.
Nvidia selling shovels to the miners is great, but the analogy falls down if the gold mines are bottomless, and the cost of the tools to mine them trend to zero.
guerrilla|2 months ago
zoeysmithe|2 months ago
This greatly disincentives me from visiting chatgpt or other competitors. Google is probably the most popular AI service right now. I don't see how they can be beat in this regard.
Not knowing the name gemini is actually impressive. How many people know Acrobat Adobe is called Acrobat? Its just Adobe. They subsumed the pdf market so much, you dont even realize you have a pdf reader. You just call it by the company name. Same with Xerox'ing copies or whatever. I think the hype cycle is for the big flashy AI companies with eccentric-style CEOs saying carefully crafted "outrage PR" sensationalism, but google is slowly eating everyone's lunch right now. Joe and Jane internet user are already trained and loyal to google and using Gemini probably a dozen or more times a day.
I'm a little surprised at myself because I just have been using google for nearly all AI stuff. For deeper dives into code I may use another tool, but gemini is good enough for most uses. I think this war is google's to lose. If they continue doing this strategy, they will 'win' the AI market, or at least a good part of it. Then AI will become just another boring feature in your search or whatever the same way people used to agonize over PDF readers, but now its just a boring thing built into your browser or, if at work, its "The Adobe."
roxolotl|2 months ago
Gemini is less a consumer brand name and a more a brand name for those of us who care about models.
fauigerzigerk|2 months ago
Gemini Pro comes with my Google Workspace subscription, which means that it doesn't train on my data. It also has NotebookLM and it's in Google Sheets.
It's on my Android phone as well. It can summarise Youtube videos without getting throttled. And when I do a regular Google search (which I still do quite a lot) Gemini is there as well and I occasionally ask it followup questions via the search interface.
I'm finding it rather hard to believe nobody else is talking to Gemini.
phantasmish|2 months ago
badpun|2 months ago