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Google is winning on every AI front

thealgorithmicbridge.com

261–270 of 851 posts

Re: Google is winning on every AI front

#261
Google is winning because LLMs without a (good) search backend are mostly useless.

So many LLM workloads require high quality search results (backed by efficient, relevant, complete and up-to-date indexes), and that’s Google’s muscle.

Re: Google is winning on every AI front

#262

Earlier quoted context omitted.

>It's be a >$10bn business already. But not profitable yet.

Opera browser was not profitable for like 15 years and still became rather profitable eventually to make an attractive target to purchase by external investors. And even if not bough it would still made nice profit eventually for the original investors.

Opera is a shady advertisers cesspool since it was purchased.

Re: Google is winning on every AI front

#263
post #224

Earlier quoted context omitted.

> a >$10bn business 'Business is the practice of making one's living or making money by producing or buying and selling products (such as goods and services). It is also "any activity or enterprise entered into for profit."' ¹ Until something makes a profit it's a charity or predatory monopoly-in-waiting.² ¹ https://en.wikipedia.org/wiki/Business ² https://en.wikipedia.org/wiki/Predatory_pricing

> Until something makes a profit The chip makers are making a bundle

Selling shovels in a gold rush.

Re: Google is winning on every AI front

#264
post #136

Earlier quoted context omitted.

Google offering Gemini 2.5 Pro for free, enough to ditch OpenAI, reminds me of an old tactic. Microsoft gained control in the '90s by bundling Internet Explorer with Windows for free, undercutting Netscape’s browser. This leveraged Windows’ dominance to make Explorer the default choice, sidelining competitors and capturing the browser market. By 1998, Netscape’s share plummeted, and Microsoft controlled access to the…

The joke's on them, because I don't have any loyalty to an LLM provider. There's very close to zero switching costs, both on the consumer front and the API front; no real distinguishing features and no network effects; just whoever has the best model at this point in time.

You don't have loyalty, but one day there will be no one else to switch to. So, if you're a loyal user or not is a moot point.

Re: Google is winning on every AI front

#265
I think the key is that Google is the gateway to the internet for the entire world.

Think about it. Whatever you’re trying to do online, either Search, Chrome or Android are in the critical path of like 90%+ of people if not more.

Once AI is deeply baked into these products, which are more like the “operating system” of the internet, the race is basically over.

Not to mention that Google is already sitting on the largest money printer in history and they can do this all day.

Re: Google is winning on every AI front

#266

As long as Google continues to hamstring themselves with censorship for no reason, I can't use their products. The other day I asked gemini 2.5 pro "which british ceo said that his company's products were bad" and the response was > I'm just a language model, so I can't help you with that. https://g.co/gemini/share/cb3afc3e7f78 Chatgpt 4o correctly identified the guy as Ratner and provided the relevant quotes.

Try asking with a Ceasar cipher.

Re: Google is winning on every AI front

#267

Earlier quoted context omitted.

>It's be a >$10bn business already. But not profitable yet.

For comparison, Uber is still not profitable after 15 years or so. Give it some time.

I'm surprised. They pay the drivers a pittance. My ex drove Uber for a while and it wasn't really worth it. Also, for the customers it's usually more expensive and slower than a normal taxi at least here in Spain.

The original idea of ride-sharing made sense but just like airbnb it became an industry and got enshittified.

Re: Google is winning on every AI front

#268

Please explain to me like I am stupid. If I want to use OpenAI models, I download ChatGPT app. What do I need to do to use Google's model? They have so mamy things called Gemini... I genuinely have no clue

Or, just use TypingMind or something similar to get access to all the major models through a single interface.

Re: Google is winning on every AI front

#269

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 an…

The ads angle is an interesting one since that's what motivates most things that Google and Meta do. Their LLMs' context window size has been growing, and while this might the natural general progression with LLMs, for those 2 ads businesses there's pretty straight paths to using their LLMs for even more targeted ads. For example, with the recent Llama "herd" releases, the LLMs have surprisingly large context window and one can imagine why Meta might want that: For stuffing in it as much of the personal content that they already have of their users. Then their LLMs can generate ads in the tone and style of the users and emotionally manipulate them to click on the link. Google's LLMs also have large context windows and such capability might be too tempting to ignore. Thinking this, there were moments that made me think that I was being to cynical, but I don't think they'll leave that kind of money on the table, an opportunity to reduce human ad writers headcount while improving click stats for higher profit.

EDIT: Some typo fixes, tho many remain, I'm sure :)

Re: Google is winning on every AI front

#270
post #241

Earlier quoted context omitted.

Google is also terribly paranoid of the LLM saying anything controversial. If you want a summary of some hot topic article you might not have the time to read, Gemini will straight up refuse to answer. ChatGPT and Grok don't mind at all.

Seems like a feature. Last thing we need is a bunch of people willing to take AI at it's word making up shit about controversial topics. I'd say redirecting to good or prestigious source is probably the best you can do

I remember when LLM first appeared - on a local social website of my country (think Digg), a lot of people were exctatic because they got ChatGPT to say that black people are dumb, claiming it as a victory over woke :P
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