As an Ex-OpenAI employee I agree with this. Most of the top ML talent at OpenAI already have left to either do their own thing or join other startups. A few are still there but I doubt if they'll be around in a year. The main successful product from OpenAI is the ChatGPT app, but there's a limit on how much you can charge people for subscription fees. I think soon people expect this service to be provided for free and ads would become the main option to make money out of chatbots. The whole time that I was at OpenAI until now GOOG has been the only individual stock that I've been holding. Despite the threat to their search business I think they'll bounce back because they have a lot of cards to play. OpenAI is an annoyance for Google, because they are willing to burn money to get users. Google can't as easily burn money, since they already have billions of users, but also they are a public company and have to answer to investors. But I doubt if OpenAI investors would sign up to give more money to be burned in a year. Google just needs to ease off on the red tape and make their innovations available to users as fast as they can. (And don't let me get started with Sam Altman.)
Google is winning on every AI front
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Re: Google is winning on every AI front
#32Winning as in least bad in arbitrary ranking.
Re: Google is winning on every AI front
#33This 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 sca…
Assuming that DeepSeek continues to open-source, then we can assume that in the future there won't be any "secret sauce" in model architecture. Only data and training/serving infrastructure, and Google is in a good position with regard to both.
Re: Google is winning on every AI front
#34As an Ex-OpenAI employee I agree with this. Most of the top ML talent at OpenAI already have left to either do their own thing or join other startups. A few are still there but I doubt if they'll be around in a year. The main successful product from OpenAI is the ChatGPT app, but there's a limit on how much you can charge people for subscription fees. I think soon people expect this service to be provided for free an…
> (And don't let me get started with Sam Altman.)
Please do.
Re: Google is winning on every AI front
#35In my experience Claude 3.7 is far superior for coding than Gemini 2.5. I tried it in Cursor and I wanted it to work, as a recent ex-Googler. I repeatedly found it inferior. I think it’s still behind Claud 3.5 for coding. It would decide arbitrarily not to finish tasks and suggest that I do them. It made simple errors and failed to catch them.
It depends on the task, and prompting feels different.
I've found that sonnet is possibly better at starting things from scratch and frontend code, while Gemini has been able to one-shot difficult problems and fix bugs that sonnet has struggled with.
Switching between them is a frequent occurrence for me.
It might be relevant that I've completely stopped using Cursor in favor of other tools/agents.
Re: Google is winning on every AI front
#36It 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.
What F500 brands do you think avoid google? Most of the biggest ones are on GCP for ML at least.
Re: Google is winning on every AI front
#37In my experience Claude 3.7 is far superior for coding than Gemini 2.5. I tried it in Cursor and I wanted it to work, as a recent ex-Googler. I repeatedly found it inferior. I think it’s still behind Claud 3.5 for coding. It would decide arbitrarily not to finish tasks and suggest that I do them. It made simple errors and failed to catch them.
Your issue is because:
1- the cursor agent doesn’t work with gemini. Some times the diff edit even doesn’t work.
2- Cursor does semantic search to lower the token they sent to models.
The big advantage for Gemini is the context window, use it with aider, clien or roo code.
Re: Google is winning on every AI front
#38Earlier quoted context omitted.
And yet google's main structural disadvantage is being google. Modern BERT with the extended context has solved natural language web search. I mean it as no exaggeration that _everything_ google does for search is now obsolete. The only reason why google search isn't dead yet is that it takes a while to index all web paged into a vector database. And yet it wasn't google that released the architecture update, it was…
> Modern BERT with the extended context has solved natural language web search. I mean it as no exaggeration that _everything_ google does for search is now obsolete. The web UI for people using search may be obsolete, but search is hot, all AIs need it, both web and local. It's because models don't have recent information in them and are unable to reliably quote from memory.
And models often makes reasoning errors. Many users will want to check that the sources substantiate the conclusion.
Re: Google is winning on every AI front
#39I 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.
At this point something happened to Google, may be Open AI? And it seems everything is finally moving.
Unfortunately Pixel is still not available as widely as iPhone. They still need to work on its hardware as well as distribution.
The only thing I dislike is their AOM only or anti JPEG XL.
Re: Google is winning on every AI front
#40I'm trying Imagen 3 to add pictures to a presentation in Google Slides, and it's making such basic mistakes that I thought image models weren't making any more by now. I tried for half an hour to prompt it into generating an illustration of a Thinkpad facing with the back to the viewer, so the keyboard is not visible. It couldn't do it, it would always make the keyboard face towards the viewer. Or you ask for an illu…
From my comparison tests focusing on prompt adherence, I would agree 4o edges out Imagen3 as long as speed is not a concern.
https://genai-showdown.specr.net
If Imagen3 had the multimodal features that 4o had, it would certainly put it closer to 4o, but being able to instructively change an image (instruct pix2pix style) is incredibly powerful.
It's crazy how far GenAI for imagery has come. Just few short years ago, you would have struggled just to get three colored cubes stacked on top of each other in a specific order SHRDLU style. Now? You can prompt for a specific four-pane comic strip and have it reasonably follow your directives.