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OpenAI declares 'code red' as Google catches up in AI race

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Re: OpenAI declares 'code red' as Google catches up in AI race

#31

Post by amelius »

rashidujang wrote: post #11

> There will be a daily call for those tasked with improving the chatbot, the memo said, and Altman encouraged temporary team transfers to speed up development. It's incredible how 50 year-old advice from The Mythical Man-Month are still not being heed. Throw in a knee-jerk solution of "daily call" (sound familiar?) for those involved while they are wading knee-deep through work and you have a perfect storm of terrib…

Imho it just shows how relatively simple this technology really is, and nobody will have a moat. The bubble will pop.

Re: OpenAI declares 'code red' as Google catches up in AI race

#33

Post by Ericson2314 »

another_twist wrote: post #9
jasonthorsness wrote: post #7

Earlier quoted context omitted.

ha what an incredible consumer-friendly outcome! Hopefully competition keeps the focus on improving models and prevents irritating kinds of monetization

If there's no monetization, the industry will just collapse. Not a good thing to aspire to. I hope they make money whilst doing these improvements.

If people pay for inference, that's revenue. Ads and stuff is plan B for inference being too cheap, or the value being too low.

Re: OpenAI declares 'code red' as Google catches up in AI race

#34

Post by FinnKuhn »

tiahura wrote: post #25
rashidujang wrote: post #11

> There will be a daily call for those tasked with improving the chatbot, the memo said, and Altman encouraged temporary team transfers to speed up development. It's incredible how 50 year-old advice from The Mythical Man-Month are still not being heed. Throw in a knee-jerk solution of "daily call" (sound familiar?) for those involved while they are wading knee-deep through work and you have a perfect storm of terrib…

Also, google has plenty of (unmatched?) proprietary data and their own money tree to fuel the money furnace.

As well as their own hardware and a steady cash flow to finance their AI endevours for longer.

Re: OpenAI declares 'code red' as Google catches up in AI race

#35

Post by deelowe »

amelius wrote: post #31
rashidujang wrote: post #11

> There will be a daily call for those tasked with improving the chatbot, the memo said, and Altman encouraged temporary team transfers to speed up development. It's incredible how 50 year-old advice from The Mythical Man-Month are still not being heed. Throw in a knee-jerk solution of "daily call" (sound familiar?) for those involved while they are wading knee-deep through work and you have a perfect storm of terrib…

Imho it just shows how relatively simple this technology really is, and nobody will have a moat. The bubble will pop.

Not exactly. Infra will win the race. In this aspect, Google is miles ahead of the competition. Their DC solutions scale very well. Their only risk is that the hardware and low level software stack is EXTREMELY custom. They don't even fully leverage OCP. Having said that, this has never been a major problem for Google over their 20+ years of moving away from OTS parts.

Re: OpenAI declares 'code red' as Google catches up in AI race

#36

Post by wlesieutre »

rashidujang wrote: post #11

> There will be a daily call for those tasked with improving the chatbot, the memo said, and Altman encouraged temporary team transfers to speed up development. It's incredible how 50 year-old advice from The Mythical Man-Month are still not being heed. Throw in a knee-jerk solution of "daily call" (sound familiar?) for those involved while they are wading knee-deep through work and you have a perfect storm of terrib…

Besides, can't they just allocate more ChatGPT instances to accelerating their development?

Re: OpenAI declares 'code red' as Google catches up in AI race

#38

Post by sometimes_all »

For regular consumers, Gemini's AI pro plan is a tough one to beat. The chat quality has gotten much better, I am able to share my plan with a couple more people in my family leading to proper individual chat histories, I get 2 TB of extra storage (which is also sharable), plus some really nice stuff like NotebookLM, which has been amazing for doing research. Veo/Nanobanana are nice bonuses.

It's easily worth the monthly cost, and I'm happy to pay - something which I didn't even consider doing a year ago. OpenAI just doesn't have the same bundle effect.

Obviously power users and companies will likely consider Anthropic. I don't know what OpenAI's actual product moat is any more outside of a well-known name.

Re: OpenAI declares 'code red' as Google catches up in AI race

#39

Post by woeirua »

rashidujang wrote: post #11

> There will be a daily call for those tasked with improving the chatbot, the memo said, and Altman encouraged temporary team transfers to speed up development. It's incredible how 50 year-old advice from The Mythical Man-Month are still not being heed. Throw in a knee-jerk solution of "daily call" (sound familiar?) for those involved while they are wading knee-deep through work and you have a perfect storm of terrib…

Wait, shouldn't their internal agents be able to do all this work by now?

Re: OpenAI declares 'code red' as Google catches up in AI race

#40

Post by ceejayoz »

tiahura wrote: post #30
whiplash451 wrote: post #17

Earlier quoted context omitted.

The bottleneck isn’t the people doing the work but the leadership’s bandwidth for strategic thinking

How is strategic thinking going to produce novel ideas about neural networks?

The strategic thinking revolves around "how do we put ads in without everyone getting massively pissed?" sort of questions.
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