So does openai know how to widen the context window without it taking more money? Otherwise Google wins, again. And this is all boring. Gemini 2.5 pro preview where you can just insert all files you have and actually it doesn't compress and has it in memory is just what you want. All the compression tricks etc really are shit compared. 32k input tokens is a joke now once you tried this. As in bearish on openai if the…
If raw AI power is the key, Google seems to be in pole position form here on out. They can make their own TPUs, have their own data center. No need to "Stargate" with Oracle and Softbank in tow. Google also has Android, YouTube and G-Suite.
However, OpenAI has been going down the product route for a few years now. After a spout of high-profile research exits it is clear Altman has purged the ranks and can now focus on product development.
So if product is a sufficient USP, and if Altman can deliver a better product, they still have a chance. I guess that is where Ive comes into picture. And Google is notoriously bad at product that is internally developed.