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Google is winning on every AI front

thealgorithmicbridge.com

411–420 of 851 posts

Re: Google is winning on every AI front

#412

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…

People left, to do what kind of startups? Can't think of any business idea that won't get outdated, or overrun in months.

Re: Google is winning on every AI front

#413

Several people have suggested that LLMs might end up ad-supported. I'll point out that "ad supported" might be incredibly subtle/insidious when applied to LLMs: An LLM-based "adsense" could: 1. Maintain a list of sponsors looking to buy ads 2. Maintain a profile of users/ad targets 3. Monitor all inputs/outputs 4. Insert "recommendations" (ads) smoothly/imperceptibly in the course of normal conversation No one would…

For me ads on web are acceptable as long as they are clearly distinguished from the content. As soon as ads gets merged into content, I'll be unhappy. If LLM would advertise something in a separate block, that's fine. if LLM augments its output to subtly nudge me to a specific brand which paid for placement, that's no-no.

Re: Google is winning on every AI front

#414
post #367

Earlier quoted context omitted.

I don’t think “AI” as a market is “winner-takes-anything”. Seriously. AI is not a product, it’s a tool for building other products. The winners will be other businesses that use AI tooling to make better products. Does OpenAI really make sense as a chatbot company?

> Does OpenAI really make sense as a chatbot company? If the chat bot remains useful and can execute on instructions, yes. If we see a plateau in integrations or abilities, it’ll stagnate.

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Re: Google is winning on every AI front

#415
post #297

Earlier quoted context omitted.

The demand is there. People are already becoming addicted to this stuff.

I think the HN crowd widely overestimates how many people are even passingly familiar with the LLM landscape much less use any of the tools regularly.

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Re: Google is winning on every AI front

#416

Earlier quoted context omitted.

Google is very good at recognizing existential threats. iOS were that to them and they built Android, including hardware, a novelty for them, even faster than mobile incumbents at the time. They're more than willing to expand their moat around AI even if that means multiple unprofitable business for years.

* acquired Android

They acquired the Android company years before the iPhone existed.

It was supposed to be a BlackBerry/Blackjack killer at the time.

And then the iPhone was revealed and Google immediately changed Android’s direction to become a touch OS.

Re: Google is winning on every AI front

#417

Earlier quoted context omitted.

"Polish IRS" — I never heard that term before. Do you mean the gov revenue service of Poland or something else?

Yes, they'd be referring to the IRS equivalent for Poland.

Right. I thought it was some term like "polishing the IRS" that I had never heard of. Just wanted to make sure :)

Re: Google is winning on every AI front

#418

Earlier quoted context omitted.

Not a fan of Google, but if you use Gemini through AI studio with a custom prompt and filters disabled it's by far the least censored commercial model in my experience.

Less censored than Grok?

How many people use Grok for real work?

Re: Google is winning on every AI front

#419
post #137

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…

> 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. So... I don't think this is certain. A surprising number of people pay for the ChatGPT app and/or competitors. It's be a >$10bn business already. Could maybe be a >$100bn business long term. Meanwhile... making mo…

> No guarantees that Google discover a meaningful business model here...

I don't understand this sentiment at all. The business model writes itself (so to speak). This is the company that perfected the art of serving up micro-targeted ads to people at the moment they are seeking a solution to a problem. Just swap the search box for a chat bot.

For a while they'll keep the ads off to the side, but over time the ads will become harder and harder to distinguish from the chat bot content. One day, they'll dissapear altogether and companies will pay to subtly bias the AI towards their products and services. It will be subtle--undetectable by end users--but easily quantified and monetized by Google.

Companies will also pay to integrate their products and services into Google's agents. When you ask Gemini for a ride, does Uber or Lyft send a car? (Trick question. Waymo does, of course.) When you ask for a pasta bowl, does Grubhub or Doordash fill the order?

When Gemini writes a boutique CRM for your vegan catering service, what service does it use for seamless biometric authentication, for payment processing, for SMS and email marketing? What payroll service does it suggest could be added on in a couple seconds of auto-generated code?

AI allows Google to continue it's existing business model while opening up new, lucrative opportunities.

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