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It’s looking like Google may outdo OpenAI. ChatGPT has brand recognition and adoption, but not the best product anymore.
Google has no such thing for Gemini, it's subscriptions are brain-dead, expensive bundled with 2 TB of storage and other shit that I don't want.
It’s looking like Google may outdo OpenAI. ChatGPT has brand recognition and adoption, but not the best product anymore.
Google also has $100 billion in profit each year from it's core business to wait out OpenAI.
The more they emulate ChatGPT's clean UI, the more they are failing to push ads in people's faces, which is what generates that $100B for them.
Their business model fails if their users don't experience a confusing crap-fest of ads.
It’s looking like Google may outdo OpenAI. ChatGPT has brand recognition and adoption, but not the best product anymore.
> ChatGPT has brand recognition and adoption, but not the best product anymore. Companies with worse products win all the time based on brand and adoption. So it isn't clear to me at all that Google can win.
Like google.
As someone paying some vague attention to market movements, this was predictable. News of a deal and hype was largely responsible for the rise. Now that the sentiment is cooling off, it’s dropping back to a more reasonable level.
So you shorted Oracle and made money?
Oracle has no IP in this deal. All they are doing is unpacking Nvidia servers, plugging it in, and keeping them cool. They get 15% markup for this.
so, these companies are playing hot potato and this is oracle holding it.
Earlier quoted context omitted.
Google also has $100 billion in profit each year from it's core business to wait out OpenAI.
Google is also conflicted though. The more they emulate ChatGPT's clean UI, the more they are failing to push ads in people's faces, which is what generates that $100B for them. Their business model fails if their users don't experience a confusing crap-fest of ads.