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TLDR - 2x cheaper, slightly smarter, and they only compare those new models to their own old ones. Does google have moat?
Not sure if their models are the moat. But they definitely have an opportunity from the productization perspective.
But so does Microsoft.
Gemini 1.5 Pro was already the cheapest of the frontier models and now it's even cheaper.
TLDR - 2x cheaper, slightly smarter, and they only compare those new models to their own old ones. Does google have moat?
Moat could be things like direct integration into Gmail (ask it to find your last 5 receipts from Amazon), Drive (chat with PDF), Slides (create images / flow charts), etc. Not sure if their models are the moat. But they definitely have an opportunity from the productization perspective. But so does Microsoft.
Their docs are awful, they have multiple unusable SDK's and the API is flaky.
For example, I started bumping into "Recitation" errors - ie they issue a flat out refusal if your response resembles anything in the training data. There's a GitHub issue with hundreds of upvotes and they still haven't published formal guidance on preventing this. Good luck trying to use the 1M context window.
Everything is built the "Google" way. It's genuinely unusable unless you're a total masochist and want to completely lock yourself into the Google ecosystem.
The only thing they can compete on is price.
Gemini feels like an abusive relationship — every few months, they announce something exciting, and I’m hopeful that this time will be different, that they’ve finally changed for the better, but every time, I’m left regretting having spent any time with them. Their docs are awful, they have multiple unusable SDK's and the API is flaky. For example, I started bumping into "Recitation" errors - ie they issue a flat out…
TLDR - 2x cheaper, slightly smarter, and they only compare those new models to their own old ones. Does google have moat?
> Does google have moat? Potentially (depends if the EU cares)... E.g. integration with Google search (instead of ChatGPT's Bing search), providing map data, android integration, etc...
They announced a price reduction but it "won't be available for a few days". By the time, the initial hype will be over and the consumer-use side of the opportunity to get new users will be lost in other news.
Interview with the product lead: https://x.com/rowancheung/status/1838611170061918575 ?
They put a 42 minute video on twitter? That's brave.
Google does not miss one single opportunity to miss an opportunity. They announced a price reduction but it "won't be available for a few days". By the time, the initial hype will be over and the consumer-use side of the opportunity to get new users will be lost in other news.