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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

#581

Post by Yeask »

varenc wrote: post #543
kristianp wrote: post #531

Earlier quoted context omitted.

How is that comment relevant to this story about OpenAI's response to perceptions that Google has gained in market share?

Popular HN threads about anything AI related always attract stories highlighting AI failures. It's such a common pattern I want to analyze it and get numbers. (which might require AI...)

Popular HN threads about anything AI related always attract stories highlighting AI success. It's such a common pattern I want to analyze it and get numbers. (which might require to use my brain...)

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

#582

Post by sometimes_all »

venusenvy47 wrote: post #195
sometimes_all wrote: post #38

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 mon…

Do you happen to know if the AI features of the Google One 5TB plan is equivalent to the 2TB AI pro plan? It is so difficult to understand what actually comes with their plans, and I want to have the 5 TB storage for backups.

Yeah it was an absolute nightmare trying to figure out the difference, and I still do not know the correct answer to this, and by the looks of it, neither does Google support, because they were as clueless as I was when I asked them about it.

One thing I read on a reddit thread [1] was that the AI pro 2 TB plan explicitly allows sharing the AI and storage benefits when you enable family sharing on them, while the 5 TB plan doesn't.

However, when I went to sign up, the 5 TB plan wasn't available at all! It's only their lite and basic plans (the one with 30 and 100 GB of storage); the 5TB one only showed up after I signed up for the pro plan, and judging by how the UX looked, you pay an extra amount on top of your AI pro plan.

Now I definitely need family sharing, but I don't need the full 2 TB, let alone 5 TB, so I didn't bother checking further about the 5TB plan.

Also, I am in India, maybe things are different in your region?

[1] https://www.reddit.com/r/GoogleOne/comments/1nib21a/solved_g...

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

#583

Post by hn_throwaway_99 »

jdoliner wrote: post #274

I've seen a rumor going around that OpenAI hasn't had a successful pre-training run since mid 2024. This seemed insane to me but if you give ChatGPT 5.1 a query about current events and instruct it not to use the internet it will tell you its knowledge cutoff is June 2024. Not sure if maybe that's just the smaller model or what. But I don't think it's a good sign to get that from any frontier model today, that's 18 m…

Just a minor correction, but I think it's important because some comments here seem to be giving bad information, but on OpenAI's model site it says that the knowledge cutoff for gpt-5 is Sept 30, 2024, https://platform.openai.com/docs/models/compare, which is later than the June 01, 2024 date of GPT-4.1.

Now I don't know if this means that OpenAI was able to add that 3 months of data to earlier models by tuning or if it was a "from scratch" pre-training run, but it has to be a substantial difference in the models.

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

#584

Post by wavemode »

felixfurtak wrote: post #408
munchler wrote: post #357

Earlier quoted context omitted.

ChatGPT is to AI as Facebook is to social media. OpenAI captured a significant number of users due to first-mover advantage, but that advantage is long gone now.

And Facebook only makes money because it is essentially just an advertising platform. Same with Google. It's fundametally just ads. The only way OpenAI can survive is to replicate this model. But it probably doesn't have the traffic to pull it off unless it can differentiate itself from the already crowded competition.

Ads make sense in an AI search engine product like Perplexity. ChatGPT could try to make a UI like that.

But the thing is, the world already has an AI search engine. It's called Google, and it's already heavily integrated with Gemini. Why would people switch?

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

#585

Post by sometimes_all »

carlosjobim wrote: post #135
sometimes_all wrote: post #38

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 mon…

If we stop for a while and really consider the value of AI tools, then comparing them on price doesn't make much sense. Any of these tools give hundreds, thousands, or tens of thousands of dollars of value per month to the user. With that in consideration they should mostly be compared on quality.

> With that in consideration they should mostly be compared on quality

Take a look at the comments in the thread and tell me whether there is a consensus on which AI has the best "quality". Gemini, Claude, ChatGPT are all stochastic machines; they'll give me a different output at different times for the very same query, with differences in quality each time within themselves, let alone other products.

I did my own checks; newer Gemini's output is consistently "good enough" for me and my family now, we individually do not use the full extent of the Pro plan (collectively, we do), and NotebookLM is something which more than one of us uses everyday; Image generation is something we use once a week or so. Given all this, the feature breadth within Gemini covers all bases for us, with a significant catch-up in quality compared to earlier to a point that we don't really need to look elsewhere for now.

Plus, for us USD 20 is not a small amount; it's equivalent to one of our larger utility bills we need to pay for every month. So price is definitely an important point of consideration.

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

#586

Post by timr »

whalee wrote: post #556
array_key_first wrote: post #515

Earlier quoted context omitted.

Being an insane brand means literally nothing if people can trivially switch to competitors, which they can. There isn't even a tenth of enough money if you group together all of advertising. Like, the entire industry. Ads is a bad, bad plan that wont work. Advertising is also extremely overvalued. And even at it's overvalued price tag, it's nowhere near enough.

People could trivially switch their search engine to Bing or Yahoo, but they don't. If ads are so overpriced, how big is your short position on google? Also ads are extremely inefficient in terms of conversion. Ads rendered by an intelligent, personalized system will be OOM more efficient, negating most of the "overvalue". I'm not saying they should serve ads. It's a terrible strategy for other reasons.

You know that Google literally spends billions to ensure that people don’t switch, right?

That’s possible because they’re immensely profitable.

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

#587

Post by sometimes_all »

OutOfHere wrote: post #79
sometimes_all wrote: post #38

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 mon…

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.

I agree with you 100%. We do syncs to another non-google storage account anyway, plus the google accounts are primarily for Android phone usage because photos and videos take up quite a big chunk of space now; they do not have any legitimately important files stored outside of photos sync and phone backups, so there is no deep loss if the account gets banned outside of some inconveniences.

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

#590

Post by redbluered »

nickff wrote: post #321
jdoliner wrote: post #274

I've seen a rumor going around that OpenAI hasn't had a successful pre-training run since mid 2024. This seemed insane to me but if you give ChatGPT 5.1 a query about current events and instruct it not to use the internet it will tell you its knowledge cutoff is June 2024. Not sure if maybe that's just the smaller model or what. But I don't think it's a good sign to get that from any frontier model today, that's 18 m…

I recall reading that Google had similar 'delay' issues when crawling the web in 2000 and early 2001, but they managed to survive. That said, OpenAI seems much less differentiated (now) than Google was back then, so this may be a much riskier situation.

The differentiation should be open source, nonprofit, and ethical.

As a shady for-profit, there is none. That's the problem with this particular fraud.

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