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Google is winning on every AI front

thealgorithmicbridge.com

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Re: Google is winning on every AI front

#3

It isn't when considering Google's brand has (long) lost trust in how it hanles data. This is especially true with larger companies, F500 type brands, who tend to avoid Google for infra as do governments.

Tell that to the bank I work for that just switched to GCP

Re: Google is winning on every AI front

#4

It isn't when considering Google's brand has (long) lost trust in how it hanles data. This is especially true with larger companies, F500 type brands, who tend to avoid Google for infra as do governments.

F500/government are conservative and tend to stick with the vendors they know, which is why Azure has gained so much traction despite being worse than AWS & GCP pretty much across the board.

Trust in handling data doesn't really come into this; if anything Google has a very strong reputation for security.

Re: Google is winning on every AI front

#5
I was a loyal Claude user until I decided to try Gemini 2.5. "After all", I thought, "I already use a Pixel phone, so it's integrated with Android. And with Google Drive. And I can get it through my Google One subscription."

And now that I'm on it, I don't think I'm going back. Google did it again.

Re: Google is winning on every AI front

#6
Gemini 2.5 pro is as powerful as everybody says. I still also use Claude Sonnet 3.7 only because the Gemini web UI has issues... (Imagine creating the best AI and then not allowing to attach Python or C files if not renamed .txt) but the way the model is better than anyone else is a "that's another league" experience. They have the biggest search engine and YouTube to leverage the power of the AI they are developing. At this point I believe too that they are likely to win the race.

Re: Google is winning on every AI front

#7
Their technical progress is indeed impressive. And their price dumping of 2.5 Pro for free will have moved a lot of technical users.

The key question is if the can stop the decline in search or pivot their revenue streams to Gemini.

Re: Google is winning on every AI front

#8

It isn't when considering Google's brand has (long) lost trust in how it hanles data. This is especially true with larger companies, F500 type brands, who tend to avoid Google for infra as do governments.

Weird - it's hard to beat widespread online narratives, but as someone who worked at Google there's no company I'd trust more with the "handling" part of my data. There's no doubt that on device is always a more private option, but if you've decided to keep data in the cloud, then Google is probably one of the most secure options you could choose.

Re: Google is winning on every AI front

#9

I was a loyal Claude user until I decided to try Gemini 2.5. "After all", I thought, "I already use a Pixel phone, so it's integrated with Android. And with Google Drive. And I can get it through my Google One subscription." And now that I'm on it, I don't think I'm going back. Google did it again.

Just to add, I am mainly an iPhone user. But I have a Google Pixel 6a for dev and testing reasons.

And Google Gemini for the voice assistant is excellent fun!

Just being able to ask it weird and wonderful whilst on a road trip with the kids is worth the cost of a cheap Pixel phone alone!

Re: Google is winning on every AI front

#10
This article doesn't mention TPUs anywhere. I don't think it's obvious for people outside of google's ecosystem just how extraordinarily good the JAX + TPU ecosystem is. Google several structural advantages over other major players, but the largest one is that they roll their own compute solution which is actually very mature and competitive. TPUs are extremely good at both training and inference[1] especially at scale. Google's ability to tailor their mature hardware to exactly what they need gives them a massive leg up on competition. AI companies fundamentally have to answer the question "what can you do that no one else can?". Google's hardware advantage provides an actual answer to that question which can't be erased the next time someone drops a new model onto huggingface.

[1]https://blog.google/products/google-cloud/ironwood-tpu-age-o...

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