Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

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

theverge.com

Post reply on HN
Print view View original

631–640 of 960 posts

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

#631

Post by jiggawatts »

embedding-shape wrote: post #131
golfer wrote: post #109

Earlier quoted context omitted.

I couldn't even get ChatGPT to let me download code it claimed to program for me. It kept saying the files were ready but refused to let me access or download anything. It was the most basic use case and it totally bombed. I gave up on ChatGPT right then and there. It's amazing how different people have wildly varying experiences with the same product.

It's because comparing their "ChatGPT" experience with your "ChatGPT" experience doesn't tell anyone anything. Unless people start saying what models they're using and prompts, the discussions back and forth about what platform is the best provides zero information to anyone.

It’s the equivalent of the user that points at their workstation tower and exclaims that the “hard drive is broken!”

Use the right words, get the right response.

Ah… ahhh… I get now why they get such bad results from AI models.

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

#632

Post by staticman2 »

devsda wrote: post #101
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.

Since we are on the topic of bans & Google, I have a question. How likely or difficult is it for Google to engage in, for lack of better word, "thought policing"? You ask your "private" AI assistant to answer a naughty question or help with problematic task(from Google's hidden list) and then you eventually face the ban hammer. Did anybody ever get banned for searching the wrong keywords?

If Google is smart they'd ban Gemini access while leaving services like Gmail enabled because otherwise customers wouldn't trust them and would avoid Gemini.

I don't think there's any reports of banning from all Google services based on Gemini use.

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

#633

Post by esafak »

sebmellen wrote: post #150
doubled112 wrote: post #105

Earlier quoted context omitted.

I was shocked to see Prime Video display a button to open the Amazon store to the product that was playing in the ad.

When this happened to me yesterday I felt I’d entered a black mirror episode.

https://www.youtube.com/shorts/8e23gMeH03c

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

#635

Post by mrtksn »

zhyder wrote: post #577

It's all about the chip economics. I don't know how the _manufacturing cost_ of Google's TPUs compares to Nvidia's GPUs, for inference of equivalent token throughput. But at the moment Nvidia's 75-80% gross margin is slowly killing its customers like OpenAI. Eventually Nvidia will drop its margins, because non-0 profit from OpenAI is better than the 0 it'll be if OpenAI doesn't survive. Will be interesting to see if,…

Yes, from the first principles perspective this AI thingy is just about running electricity through some wires printed on silicon by a Taiwanese company using a Dutch machine. Which means, up until the Taiwanese you have plenty of room to cut margins up until that point the costs are mostly greed based. That is Nvidia is asking for the highest price the customer can pay and they have quite a way to the cost that define their min price. Which means AI companies can actually keep getting better deals until the devices delivered to them are priced close to TSMCs bulk wafer printing prices.

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

#636

Post by bncndn0956 »

bibimsz wrote: post #352
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…

anecdotal, but my wife wasn't interested in switching to claude from chatgpt. as far as she's concerned chatgpt knows her, and she's got her assistant perfectly tuned to her liking.

this is my horror as well. I don't mind my youtube account to be blocked but what about all the recommendations that I have curated to my liking. It will be huge chunk of lost time to rebuild and insert my preferences into the algorithm. increasingly "our preferences shaped by time and influences and encounters both digital and offline" are as much about us as we are physically.

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

#637

Post by po »

littlestymaar wrote: post #360
bloppe wrote: post #318

Earlier quoted context omitted.

To be fair, I would get a ton of value out of someone selling dollars for 20 cents apiece. But ya, OAI is clearly making a ton of revenue. That doesn't mean it's a good business, though. Giving them a 20 year horizon, shareholders will be very upset unless the firm can deliver about a trillion in profit , not revenue, to justify the 100B (so far) in investment, and that would barely beat the long term s&p 500 average…

I'd be a little bit more nuanced: I think there's something off with their plans right now: it's pretty clear at this point that they can't own the technological frontier, Google is just too close already and from a purely technological PoV they are much better suited to have the best tech in the medium term. (There's no moat and Google has way more data and compute available, and also tons of cash to burn without de…

as long as the business model is:

- users want the best/smartest LLM

- the best performance for inference is found by spending more and more tokens (deep thinking)

- pricing is based on cost per token

Then the inference providers/hyperscalers will take all of the margin available to app makers (and then give it to Nvidia apparently). It is a bad business to be in, and not viable for OpenAI at their valuation.

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

#638

Post by latentsea »

xnx wrote: post #132
GaryBluto wrote: post #122

How have OpenAI only just realized this?

ChatGPT is very complementary so they were probably high on their own supply.

I can just imagine Sam Altman's own chats with ChatGPT.

ChatGPT: "I have created a moat and future proofed the business. Investors should now be satisfied."

Sam: "You aren't AGI yet and don't make us enough money"

ChatGPT: "You're right. I'm terribly sorry. I'll double investment in R&D and scale up the infrastructure, and that will keep the investors at bay _seahorse-emoji_, _pink-dolphin-emoji_. Here's why this works..."

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

#639

Post by boie0025 »

Aurornis wrote: post #609
kshacker wrote: post #390

Earlier quoted context omitted.

I am a novice programmer -- I have programmed for 35+ years now but I build and lose the skills moving between coder to manager to sales -- multiple times. Fresh IC since last week again :) I have coded starting with Fortran, RPG and COBOL and I have also coded Java and Scala. I know modern architecture but haven't done enough grunt work to make it work or to debug (and fix) a complex problem. Needless to say sometim…

> I was more prepared and asked it to improve class by class, and for whatever reasons I got better answers There is a learning curve with all of the LLM tools. It's basically required for everyone to go through the trough of disillusionment when you realize that the vibecoding magic isn't quite real in the way the influencers talk about it. You still have to be involved in the process, steer it in the right directio…

I appreciate this narrative; relatable to me in how I have experienced and watched others around me experience the last few years. It's as if we're all kinda-sorta following a similar "Dunning–Kruger effect" curve at the same time. It feels similar to growing up mucking around with a ppp connection and Netscape in some regards. I'll stretch it: "multimodal", meet your distant analog "hypermedia".

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

#640

Post by throwaway31131 »

jpalomaki wrote: post #356
p1necone wrote: post #334

Earlier quoted context omitted.

Every so often I try out a GPT model for coding again, and manage to get tricked by the very sparse conversation style into thinking it's great for a couple of days (when it says nothing and then finishes producing code with a 'I did x, y and z' with no stupid 'you're absolutely' right sucking up and it works, it feels very good). But I always realize it's just smoke and mirrors - the actual quality of the code and t…

Can you give some concrete example of programming problem task GPT fails to solve? Interested, because I’ve been getting pretty good results with different tasks using the Codex.

I posted this example before but academic papers on algorithms often have pseudo code but no actual code.

I thought it would be handy to use AI to make the code from the paper so a few months ago I tried to use Claude (not GPT, because I only have access to Claude) to recreate C++ code to implement the algorithms in this paper as practice for me in LLM use and it didn’t go well.

https://users.cs.duke.edu/~reif/paper/chen/graph/graph.pdf

Post reply on HN