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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

#211

Post by mattmaroon »

throwacct wrote: post #80
OutOfHere wrote: post #79

Earlier quoted context omitted.

I strongly advise never using Google's Drive storage. They're known to scan all content, and to disable all access if even a single file is "problematic", often misclassified by a bot. If you do use the storage, do backup all your files, and be ready to lose access at any time, with no way to reach any intelligent human.

Which product do you recommend? OneDrive? Dropbox?

I have to imagine they are all on the lookout for CSAM. They’d simply have to be.

If it goes beyond that then let me know.

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

#212

Post by ridgeguy »

I have (rather, had) a paid subscription to ChatGPT. I work at my home in the Sierra foothills, and on alternate weeks in my office in San Jose.

Last month, I used ChatGPT while in SJ. I needed a function that's only available to paying customers, and which had worked well from my home. ChatGPT refused to recognize me as a paid-up customer. I had correct login creds + ancillary identifying info, but no go. Over the course of about half an hour, ChatGPT told me in several different ways it wouldn't (not couldn't) attempt to verify my customer status.

I'm now a former ChatGPT customer.

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

#213

Post by felixfurtak »

OpenAI is basically just Netscape at this point. An innovative product with no means of significant revenue generation.

One one side it's up against large competitors with an already established user base and product line that can simply bundle their AI offerings into those products. Google will do just what Microsoft did with Internet Explorer and bundle Gemini in for 'Free' with their already other profitable products and established ad-funded revenue streams.

At the same time, Deepseek/Qwen, etc. are open sourcing stuff to undercut them on the other side. It's a classic squeeze on their already fairly dubious business model.

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

#214

Post by dist-epoch »

cmiles8 wrote: post #136

The real code red here is less that Google just one-upped OpenAI but that they demonstrated there’s no moat to be had here. Absent a major breakthrough all the major providers are just going to keep leapfrogging each other in the most expensive race to the bottom of all time. Good for tech, but a horrible business and financial picture for these companies.

So why did Google stock increase massively since about when Gemini 2.5 Pro was released, their first competitive model?

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

#215

Post by gausswho »

throwacct wrote: post #80
OutOfHere wrote: post #79

Earlier quoted context omitted.

I strongly advise never using Google's Drive storage. They're known to scan all content, and to disable all access if even a single file is "problematic", often misclassified by a bot. If you do use the storage, do backup all your files, and be ready to lose access at any time, with no way to reach any intelligent human.

Which product do you recommend? OneDrive? Dropbox?

They're all the same to restic.

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

#216

Post by joshstrange »

krustyburger wrote: post #157

What will it do to Jony Ive’s legacy if his OpenAI device is no more successful than Snapchat’s foray into hardware? If OpenAI becomes an also-ran by the time the hardware is released, this seems like a real possibility no matter how well-designed it is.

> What will it do to Jony Ive’s legacy if his OpenAI device is no more successful than Snapchat’s foray into hardware?

Well, in my opinion his legacy is already pretty tarnished by his last few years at Apple, his Love From company, and his partnership with OpenAI. If he somehow knocks it out of the park with OpenAI (something I don’t think will happen nor do I want it to) then maybe he can redeem himself a little bit but, again IMHO, he is already about as low as he can go. Whatever respect I had left for him vanished after the OpenAI/IO announcement video.

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

#217

Post by ascorbic »

felixfurtak wrote: post #213

OpenAI is basically just Netscape at this point. An innovative product with no means of significant revenue generation. One one side it's up against large competitors with an already established user base and product line that can simply bundle their AI offerings into those products. Google will do just what Microsoft did with Internet Explorer and bundle Gemini in for 'Free' with their already other profitable produ…

> An innovative product with no means of significant revenue generation.

OpenAI has annualized revenue of $20bn. That's not Google, but it's not insignificant.

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

#218

Post by rvba »

vkou wrote: post #180
twothreeone wrote: post #174

The way I've experienced "Code Red" is mostly as a euphemism for "on-going company-wide lack of focus" and a band-aid for mid-level management having absolutely no clue how to meaningfully make progress, upper management panicking, and ultimately putting engineers and ICs on the spot to bear the brunt of that organizational mess. Interestingly enough, apart from Google, I've never seen an organization take the actual…

This code red also has the convenient benefit of giving an excuse to stop work on more monetization features... Which, when implemented, would have the downside of tethering OpenAI's valuation to reality.

Isnt CoPilot the de facto OpenAI monetization?

And Microsoft gets the models for free (?)

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

#219

Post by pohl »

TechRemarker wrote: post #84

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 had a similar experience, signing up for the first time to give Gemini a test drive on my side project after a long time using ChatGPT. The latter has a native macOS client which "just works" integrating with Xcode buffers. I couldn't figure out how to integrate Gemini with Xcode quickly enough so I'm resorting to pasting back & forth from the browser. A few of the exchanges I've had "felt smarter" — but, on the whole, it feels like maybe it wasn't as well trained on Swift/SwiftUI as the OpenAI model. I haven't decided one way or another yet, but those are my initial impressions.

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

#220

Post by echelon »

gausswho wrote: post #204
echelon wrote: post #168

Earlier quoted context omitted.

I don't think this is about Google. This is about advertising being the make or break moment for OpenAI. The problem with ChatGPT advertising is that it's truly a "bet the farm" situation, unlike any of their projects in the past: - If it works and prints money like it should, then OpenAI is on a path to become the next Mag 7 company. All the money they raised makes sense. - If it fails to earn the expected revenue n…

I don't think one can both pull the fire alarm that AGI was a lie AND that if OAI has to act quickly. They can ride their current street rep the same way Kleenex did. They do need to build a business, but they've got time to play the long game.

If they swing and miss with advertising, they have less time.
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