11–20 of 478 posts
Very bad news for Gemini - the brief comeback with 2.5 Pro last year looked to be driven by Noam
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.
Wow. What could possibly have caused him to quit so soon after coming back? I hope this is not accurate but I'm afraid it is: https://x.com/signulll/status/2067446889956430273
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.
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.
And they've had some initial success with TPUs which could be a major differentiator in the future.
Wow. What could possibly have caused him to quit so soon after coming back? I hope this is not accurate but I'm afraid it is: https://x.com/signulll/status/2067446889956430273
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.
Noam has a deep expertise in these systems at every level, both algorithmically and at production scale, and knows how to leverage things at different levels.
It's not like Google won't have anyone else that can do what he does, but at the same time, it's an implicit criticism of Google's culture, operations, development, and overall AI program. Shazeer is well past the point where the paycheck is the deciding factor, although I'm certain he is very well paid. Having the freedom to innovate and build free from the corporate fuckery of Google and Facebook is probably more valuable than the pay raise he got with the move, and OAI has the advantage of not having to cope with decades of corporate cruft and inertia. They'll get there - all corporations do - but they're relatively young enough to still be nimble.
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.
Possibly true. Any smart innovations developed by one organization will be smuggled into others.
Training, inferring, and data collection, infrastructures are definitely moats. High-volume usage feedback is also hard to come by for new entrants.