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Noam Shazeer Joins OpenAI

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Re: Noam Shazeer Joins OpenAI

#31
post #15

Earlier quoted context omitted.

signull is more of an anonymous sh*tposter than a known industry insider, but I think this does capture the sama contribution to OpenAI very well. At least from an outsider who follows this stuff based on vibes.

That twitter story isn't anything unique to OpenAI or Google, it's just classic "big public corp vs private startup" culture. Once you have to worry about the SEC, shareholders, antitrust, regulations, lawsuits, etc. it's very, very difficult to avoid turning into "big corp" culture. Sama, and any other founder, will always have a difficult fight against bureaucracy, and once you let a little bit in, the bureaucracy'…

Google is facing a legitimate innovators dilemma here. It makes sense to have all this process when youre protecting a $4.5 trillion golden goose. The tragedy here is that one predictable outcome of this situation is google deciding to considerably cut research funding when they figure out it just serves to bootstrap future competitors.

Re: Noam Shazeer Joins OpenAI

#34

Very bad news for Gemini - the brief comeback with 2.5 Pro last year looked to be driven by Noam

Don't think it matters in the long run to be honest. The models have no moat, they are becoming a commodity. Besides that, Google is in a pretty good position, they're not bleeding money on AI like Anthropic/OpenAI, and they own product verticals where they can integrate it. Plus they have a mature ads-model which is what might actually drive a bit of revenue for LLMs.

yeah, sure, look at anthropic revenue, what is it if not the moat? you can argue for how long but for them good model = the fastest growing company ever.

Re: Noam Shazeer Joins OpenAI

#35

Very bad news for Gemini - the brief comeback with 2.5 Pro last year looked to be driven by Noam

Don't think it matters in the long run to be honest. The models have no moat, they are becoming a commodity. Besides that, Google is in a pretty good position, they're not bleeding money on AI like Anthropic/OpenAI, and they own product verticals where they can integrate it. Plus they have a mature ads-model which is what might actually drive a bit of revenue for LLMs.

I think the 'models have no moat' thing is overblown. Only like 3-4 companies in the entire world have cutting edge models, that means there is some kind of moat...

Re: Noam Shazeer Joins OpenAI

#37

Earlier quoted context omitted.

That twitter story isn't anything unique to OpenAI or Google, it's just classic "big public corp vs private startup" culture. Once you have to worry about the SEC, shareholders, antitrust, regulations, lawsuits, etc. it's very, very difficult to avoid turning into "big corp" culture. Sama, and any other founder, will always have a difficult fight against bureaucracy, and once you let a little bit in, the bureaucracy'…

Google is facing a legitimate innovators dilemma here. It makes sense to have all this process when youre protecting a $4.5 trillion golden goose. The tragedy here is that one predictable outcome of this situation is google deciding to considerably cut research funding when they figure out it just serves to bootstrap future competitors.

This is when it makes sense to split your business up into multiple smaller businesses. The government should be doing this via anti-trust but they have dropped the ball there so, at this point, the corps really need to just do it to themselves to better compete.

Re: Noam Shazeer Joins OpenAI

#39

Its getting pretty lame that we talk about the these guys like they're football players transferring teams.

Speak for yourself, my Fantasy Developer League is crushing it this season

I feel like there was a scene in Silicon Valley about a developer fantasy league.
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