Noam Shazeer Joins OpenAI

Post by ginko » Thu, Jun 18, 2026, 8:09 PM UTC

eikenberry wrote: post #37

HDThoreaun wrote: post #31

Earlier quoted context omitted.

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.

Post by seydor » Thu, Jun 18, 2026, 8:10 PM UTC

fourseventy wrote: post #35

Insanity wrote: post #11

Earlier quoted context omitted.

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...

Post by kxxx » Thu, Jun 18, 2026, 8:11 PM UTC

Post by rvnx » Thu, Jun 18, 2026, 8:11 PM UTC

fourseventy wrote: post #35

Insanity wrote: post #11

Earlier quoted context omitted.

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...

Post by dboreham » Thu, Jun 18, 2026, 8:13 PM UTC

tcp_handshaker wrote: post #46

I guess this means Google is nowhere close, to even discern a hint of an AGI? So when Demis Hassabis says AGI...could arrive in just 3 years he has learned the best from Larry Ellison?