271–280 of 960 posts
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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?
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And a $115b burn rate. They're toast if they can't figure out how to stay on top.
Could say that about any AI company that isn’t at the top as well
OpenAI doesn't have that.
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Of course Google is mature enough that this particular failure mode probably won’t happen, but there may be other more concerning failure modes for individuals who are reliant on a broad swath of Google services. Diversity of tech companies is an important consideration for me, one that definitely outweighs one-time issues, especially in a field where credible competition is limited.
This is exactly the kind of failure Google is notorious for. Google has put me through their login purgatory multiple times where the only solution was to wait many days and try the same steps again until it works. I think it would be much easier to get this resolved with OpenAI than with Google.
- Enabling 2fa in my accounts has solved this problem for me
- I hear that hardware security tokens are even better to get Google to not worry that you're an imposter, but I haven't done that myself
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…
Maybe? But you could have written this same thing in 1999 with OpenAI and Google replaced by Google and Yahoo, respectively.
OpenAI has already lined up enormous long-term commitments — over $500 billion through initiatives like Stargate for U.S. data centers, $250 billion in spending on Microsoft Azure cloud services, and tens of billions on AMD’s plan to deliver 6 GW of Instinct GPUs. Meanwhile, Oracle has financed its role in Stargate with at least $18 billion in corporate bonds plus another $9.6 billion in bank loans, and analysts expe…
most of them are non binding letters of intent, i don't think it's as trite as you put it
Skepticism is easy.
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.
Absolutely. I don't understand why investors are excited about getting into a negative-margin commodity. It makes zero sense. I was an OpenAI fan from GPT 3 to 4, but then Claude pulled ahead. Now Gemini is great as well, especially at analyzing long documents or entire codebases. I use a combination of all three (OpenAI, Anthropic & Google) with absolutely zero loyalty. I think the AGI true believers see it as a win…
Investors in AI just don't realize AI is a commodity. The AI companies' lies aren't helping (we will not reach AGI in our lifetimes). The bubble will burst if investors figure this out before they successfully pivot (and they're trying damn hard to pivot).
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?
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> Altman says that OpenAI will top $20 billion in ARR this year, which certainly seems like significant revenue generation. [1] fixed this for you
Can he safely lie about that? Or would that be a slam-dunk lawsuit against him? He's already got Elon Musk on his enemies list.
Google literally publish the attention paper. Have people not been paying attention? Google has been the only company I’ve been watching that really understands what they are doing.