Earlier quoted context omitted.
My non technical wife knows both ChatGPT and Anthropic (admittedly, because of me) but doesn’t know Gemini. This is amazing to me. Surely she has seen Gemini in Google search but even her use of that is plummeting. Google has so much revenue that they’ll be around for a long time. But I feel they are fumbling the opportunity with AI. Even in corporate, where we have Gemini. The conversation is fully around Claude. No…
OpenAI and Anthropic have no moat. DeepSeek is a drop-in replacement that is really close in performance for 7.5-20% of the cost. That cost will continue to get pushed down by the Chinese. And bizarrely enough their models are more secure to use because they're open source open weights. OpenAI and Anthropic are going to get crushed long-term, and their investors are going to take a horrendous haircut. On the other ha…
Gemini API File Search is now multimodal
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Re: Gemini API File Search is now multimodal
#52Re: Gemini API File Search is now multimodal
#53Re: Gemini API File Search is now multimodal
#54Re: Gemini API File Search is now multimodal
#55Earlier quoted context omitted.
> What you say simply isn't true. Everything you said is wrong. - DeepSeek is on V4 now, R1 is ancient history - The models are open source open weights, which mean you can inspect what the models do and you you can choose US or EU infra providers - DeepSeek literally has a Claude-compatible endpoint Please don't comment and confuse other users on topics you know nothing about. Study. Then speak.
- Right, R1 affected markets because the market originally believed your theory, but it doesn't any more, which is why V4 didn't move markets at all. - Sure, you can use US infra providers. Together.ai is a good US provider but then it's 15X more expensive than DeepSeek's Chinese-subsidized pricing. It's really not that attractive at that price point. Anthropic and OpenAI are focused on larger models, but Grok 4.3[1]…
- V4 will definitely move markets, especially as Claude and OpenAI keep jacking up the prices more and more. But inertia exists. Give it time.
- Most US infra providers are ~5x more expensive than Chinese infra, not 15x. But yes you are right. It does erode the cost advantage significantly. Big asterisk is that V4 seems to have solid cache hit percentage, often in the high 90s.
- Grok (and Llama) always underperform relative to their benchmark and ranking results. Don't ask my why, but it's a persistent pattern me and colleagues have noticed. I'll give them another try though, more competition is better.
- DeepSeek themselves have specifically said they prefer developing high performance models that you plug into other tooling, including Claude's. Regardless, I think it's unrealistic to expect DeepSeek to offer 1:1 suite compatibility with Claude or OpenAI. You wouldn't expect that from OpenAI Claude either.
Re: Gemini API File Search is now multimodal
#56Re: Gemini API File Search is now multimodal
#57Earlier quoted context omitted.
- Right, R1 affected markets because the market originally believed your theory, but it doesn't any more, which is why V4 didn't move markets at all. - Sure, you can use US infra providers. Together.ai is a good US provider but then it's 15X more expensive than DeepSeek's Chinese-subsidized pricing. It's really not that attractive at that price point. Anthropic and OpenAI are focused on larger models, but Grok 4.3[1]…
Now we're talking! - V4 will definitely move markets, especially as Claude and OpenAI keep jacking up the prices more and more. But inertia exists. Give it time. - Most US infra providers are ~5x more expensive than Chinese infra, not 15x. But yes you are right. It does erode the cost advantage significantly. Big asterisk is that V4 seems to have solid cache hit percentage, often in the high 90s. - Grok (and Llama) a…
Truly the main moat that OAI/Anthropic have is being 6 months months ahead of the competition in performance, which might be indefinite if the competition is just distilling their models (China) or takes many months between releases (Google).
Once you look passed the frontier of performance, it's just a race to the bottom on inference costs because there's at least 5 companies with equivalent open models at that level.
Re: Gemini API File Search is now multimodal
#58This might be great and all but I am still miffed at how simple search on AI Studio is. You can only search the titles of your conversations and nothing inside them. On top of that they messed with the scrolling so Ctrl+F doesn't work reliably.
1. use Google App Scripts to duplicate all the convos saved in your google drive to another folder, and append each ".txt". Mine runs every day.
2. enable API in google cloud console, install google-api-python-client on desktop,then created a workflow in Alfred to search from desktop.
Now I can search my AI Studio convos + content just as fast as any other file on my desktop : )