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US vs. Google amicus curiae brief of Y Combinator in support of plaintiffs [pdf]

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Re: US vs. Google amicus curiae brief of Y Combinator in support of plaintiffs [pdf]

#311

Earlier quoted context omitted.

I would be you $1 that in five to ten years there will be zero "AI" players replacing search. But that's a different topic than this one.

I will take that bet Chuck. Maybe not completely replace, but AI will be the defacto search platform. I find myself using Google less and less these days

If for no other reason that I can perform combination searches.

I don’t need to search MQTT and AWS and v3/v5 and max packet sizes all separately anymore.

Re: US vs. Google amicus curiae brief of Y Combinator in support of plaintiffs [pdf]

#312

The solution proposed by Kagi—separate the search index from the rest of Google—seems to make the most sense. Kagi explains it more here: https://blog.kagi.com/dawn-new-era-search

Assuming the simplified diagram of Google’s architecture, sure, it looks like you’re just splitting off a well-isolated part, but it would be a significant hardship to do it in reality. Why not also require Apple to split off only the phone and messaging part of its iPhone, Meta to split off only the user feed data, and for the U.S. federal government to run only out of Washington D.C.? This isn’t the breakup of AT&T…

You jest, but splitting out just certain Internet Explorer features was part of the Microsoft antitrust resolution. It's what made Chrome's ascendancy possible.

Re: US vs. Google amicus curiae brief of Y Combinator in support of plaintiffs [pdf]

#313
post #31

Google is the reason for the current AI boom. Without the transformer architecture they invented by funding basic research, there would be no modern LLMs. YC is arguing that their incentive for funding that basic research should be taken away in order to spur innovation?

Yup. Arguably could not have invented the transformer without the resources of a behemoth like google

Juergen Schmidhuber and his students came up with much of the basic NN elements, such as RNN, LSTM and others without behemoth resources (and several years earlier). Ttbomk, the one thing they DIDN’T come up with was the transformer; however it is very likely someone would have within a 5-10 year time frame.

Re: US vs. Google amicus curiae brief of Y Combinator in support of plaintiffs [pdf]

#314

The solution proposed by Kagi—separate the search index from the rest of Google—seems to make the most sense. Kagi explains it more here: https://blog.kagi.com/dawn-new-era-search

Crawling the internet is a natural monopoly. Nobody wants an endless stream of bots crawling their site, so googlebot wins because they’re the dominant search engine. It makes sense to break that out so everyone has access to the same dataset at FRAND pricing. My heart just wants Google to burn to the ground, but my brain says this is the more reasonable approach.

Google search is a monopoly not because of crawling. It's because of the all the data it knows about website stats and user behavior. Original Google idea of ranking based on links doesn't work because it's too easily gamed. You have to know what websites are good based on user preferences and that's where you need to have data. It's impossible to build anything similar to Google without access to large amounts of user data.

Re: US vs. Google amicus curiae brief of Y Combinator in support of plaintiffs [pdf]

#315

Earlier quoted context omitted.

Google's position is a result of capitalism, not in spite of it.

Every corporation’s position is a result of capitalism. I’d like to know more about your point.

This is debatable and probably a US centric POV, I think you could argue that much of the world is better at public / private partnerships and so no, their position is not due to capitalism, even if their continued existence is.

I’m not an expert on the economic history, but you could probably argue that the last big public / private partnerships in the US were in the railroad days. Defense spending I would not count in this category either. Although it builds whole ecosystems it is too insular and incestuous compared to something like transportation, or deliberately nurturing any other budding industry in a cooperative rather than competitive fashion

Re: US vs. Google amicus curiae brief of Y Combinator in support of plaintiffs [pdf]

#316

Earlier quoted context omitted.

You don't get to tell site owners what to do. The actual facts on the ground are that they're trying to block your bot. It would be nice if they didn't block your bot, but the other, completely unnatural and advertising-driven, monopoly of hosting providers with insane per-request costs makes that impossible until they switch away.

They try to block your bot because Google is a monopoly and there's little to no cost for blocking everything except Google. This isn't a "natural" monopoly, it's more like Internet Explorer 6.0 and everyone designing their sites to use ActiveX and IE-specific quirks.

One possible answer: pay them for their trouble until you provide value to them, e.g. by paying some fraction of a cent for each (document) request.

Re: US vs. Google amicus curiae brief of Y Combinator in support of plaintiffs [pdf]

#317

Earlier quoted context omitted.

> I think they have a good point with AI. After lagging behind initially, Google really went at it hard. Gemini is great now, and they are building a good set of tooling. > It's easy for Google to suffocate the startups in that area. They already have a massive advantage with all the data they are sitting on. What is the solution, though? Should they not be allowed to compete in the LLM + search space? Should they ha…

> The remedy order should also prevent Google from entering into exclusive agreements to access AI training data… Google, for example, bought exclusive access to Reddit's data. No one else can train on Reddit unless you have more money than Google (you don't). So one of the asks is that that sort of exclusive deal be prevented. If everyone is allowed to buy Reddit's data, and Google makes the best model, that wouldn'…

> So one of the asks is that that sort of exclusive deal be prevented.

Thank you, that actually sounds reasonable.

Re: US vs. Google amicus curiae brief of Y Combinator in support of plaintiffs [pdf]

#318

Earlier quoted context omitted.

Yup. Arguably could not have invented the transformer without the resources of a behemoth like google

Juergen Schmidhuber and his students came up with much of the basic NN elements, such as RNN, LSTM and others without behemoth resources (and several years earlier). Ttbomk, the one thing they DIDN’T come up with was the transformer; however it is very likely someone would have within a 5-10 year time frame.

I well aware of Schmidhuber, still the scaling of the compute was critical. The reason Schmidhuber didnt go all the way is still scaling/capital, which accrues to monopolies who can afford wildly speculative research. Also, LSTM, RNN, etc, while effective for their time, were dead ends.

Re: US vs. Google amicus curiae brief of Y Combinator in support of plaintiffs [pdf]

#319

The solution proposed by Kagi—separate the search index from the rest of Google—seems to make the most sense. Kagi explains it more here: https://blog.kagi.com/dawn-new-era-search

Crawling the internet is a natural monopoly. Nobody wants an endless stream of bots crawling their site, so googlebot wins because they’re the dominant search engine. It makes sense to break that out so everyone has access to the same dataset at FRAND pricing. My heart just wants Google to burn to the ground, but my brain says this is the more reasonable approach.

> Crawling the internet is a natural monopoly. Nobody wants an endless stream of bots crawling their site,

Companies want traffic from any source they can get. They welcome every search engine crawler that comes along because every little exposure translates to incremental chances at revenue or growing audience.

I doubt many people are doing things to allow Googlebot but also ban other search crawlers.

> My heart just wants Google to burn to the ground

I think there’s a lot of that in this thread and it’s opening the door to some mental gymnastics like the above claim about Google being the only crawler allowed to index the internet.

Re: US vs. Google amicus curiae brief of Y Combinator in support of plaintiffs [pdf]

#320

Earlier quoted context omitted.

Isn’t Microsoft also a trillion dollar corporation? If we add their 39% market share in foundation models (likely due to enterprise use of Azure OpenAI Service) to OpenAI’s 9% market share, the result is around 48% market share, compared to Google’s 15%, which is less than half of the MSFT/OAI pair…not to mention a cursory comparison of Gemini vs ChatGPT apps. Just because OpenAI isn’t in “extraction mode” yet doesn’…

Yes, Microsoft is one of the world's biggest companies, and it underinvests in research and development, preferring to hoard cash. OpenAI is in effect a client state of Microsoft that Microsoft is using to make Google look flat-footed and force them to enter the chatbot market. Nothing that transpires between Microsoft and OpenAI is really at arms' length. Personally, I don't think this is a positive development for…

> Yes, Microsoft is one of the world's biggest companies, and it underinvests in research and development, preferring to hoard cash.

I'm not sure if you're being sarcastic, but:

1. If you're talking about basic research, Microsoft Research has been a thing since the 90's, is highly prestigious, and has published far more papers than Google, based on their respective research websites. (To be fair, Google started much later.)

2. If you're talking about product development, MSFT is vastly more diversified in terms of revenues than any of the "Magnificent 7" because of their varied product lineup.

3. The basis of their relationship with OpenAI is literally them investing double digit billions to catch up on the AI race once they recognized the opportunity.

> OpenAI is in effect a client state of Microsoft that Microsoft is using to make Google look flat-footed and force them to enter the chatbot market.

I'm not sure about Microsoft's influence in OpenAI's strategy, but it's pretty clear Google was caught flatfooted by their own strategy of locking away transformer technology behind products that didn't threaten their search monopoly. There's a reason the researchers who invented transformers had to leave and start a different company to bring its true potential to the market. Which, even if it was just a chatbot, is what has kicked off the AI boom.

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