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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

#121

Heard all the news how Gemini 3 is passing everyone on benchmarks, so quickly tested and still find it a far cry from ChatGPT in real world use when testing questions on both platforms. But importantly the ChatGPT app experience at least for iPhone/Mac users is drastically superior vs Google which feels very Google still. So Gemini would have to be drastically better answer wise than ChatGPT to lure users from a bett…

I'm confused as well, it hallucinated like crazy

like it seems great, but then it's just bullshitting about what it can do or whatever

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

#123
post #114

Crazy how we went from google feeling like they were a dinasour who could never catch up to openai, to almost feeling like the opposite in terms of being able to catch up. All within just 1-2 years.

Thats like innovators dillema in action. Google had one of the strongest ML teams years before majoriry of AI companies was founded, but no desire to make a product that will compete with their search.

And now they actually have competitors.

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

#125
post #111

"Code red" feels like theater. Competition is healthy - Google's compute advantage was always going to matter once they got serious. The real question isn't who's ahead this quarter, but whether anyone can maintain a moat when the underlying tech is rapidly commoditizing.

It feels like (to me) that Google's TPU advantage (speculation is Meta is buying a bunch) will be one of the last things to be commoditized, which gives them a larger moat. Normal chips are hard enough to come by for this stuff.

Also, they have all the infra to actually use all that tpus advantage (as well as actual researchers, contrariwise to OpenAI)

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

#126
post #114

Crazy how we went from google feeling like they were a dinasour who could never catch up to openai, to almost feeling like the opposite in terms of being able to catch up. All within just 1-2 years.

Google (generalist/media) > Anthropic (code) > x.AI (excellent price/quality balance).

ChatGPT is a bit late now (even behind DeepSeek with DeepThink I believe)

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

#128

"Code red" feels like theater. Competition is healthy - Google's compute advantage was always going to matter once they got serious. The real question isn't who's ahead this quarter, but whether anyone can maintain a moat when the underlying tech is rapidly commoditizing.

It was always clear that the insane technological monopoly of Google would always eventually allow them to surpass OpenAI once they stopped messing around and built a real product. It seems this is that moment. There is no healthy competition here because the two are not even remotely on the same footing.

"Code red" sounds about right. I don't see any way they can catch up. Their engineers at the moment (since many of the good researchers left) are not good enough to overcome the tech advantage. The piling debts of OpenAI just make it all worse.

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

#129
post #73

Earlier quoted context omitted.

> [Gemini] has a more "business like" conversation attitude which is refreshing in comparison to the over-the-top informal ChatGPT default. Maybe "business like" for Americans. In most of the world we don't spend quite so much effort glazing one another in the workplace. "That's an incredibly insightful question and really gets to the heart of the matter". No it isn't. I was shocked they didn't fix this behavior in v…

> Maybe "business like" for Americans. In most of the world we don't spend quite so much effort glazing one another in the workplace. "That's an incredibly insightful question and really gets to the heart of the matter". No it isn't. I was shocked they didn't fix this behavior in v3. I presume rejecting the glazing is exactly the behavior they're praising Google for. I can't recall it doing this with any of my prompt…

I'm a daily user of Gemini. I get this glazing every single time. This is my very last interaction with Gemini (edited for brevity),

> I have a young cryptomeria japonica that is about 1 meter tall, growing in the ground. Is it too late to bonsai this plant?

> That's an excellent question! [etc...]

> I have been told cutting back to brown wood will prevent back budding

> That is a great clarification and you are touching on a crucial point in bonsai technique! [etc...]

Every. Single. Time.

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

#130

Heard all the news how Gemini 3 is passing everyone on benchmarks, so quickly tested and still find it a far cry from ChatGPT in real world use when testing questions on both platforms. But importantly the ChatGPT app experience at least for iPhone/Mac users is drastically superior vs Google which feels very Google still. So Gemini would have to be drastically better answer wise than ChatGPT to lure users from a bett…

> So Gemini would have to be drastically better answer wise than ChatGPT to lure users from a better UI/UX experience to Gemini.

or cheaper/free

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