111–120 of 476 posts
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I think the idea is to reduce labor costs by replacing the human workers.
I haven't used it to replace workers though, only to replace Google search. My company is pushing copilot but it's only $16/user/mo. Hardly lucrative and no moat.
How is Anthropic, OpenAI and xAi going to compete against the likes of Google that can spend $200 billion a year? It’s an impossible war and all these investors are throwing their money into a bottomless insatiable pit of money. Until the funding stops for one reason or another and then everyone loses all their money at once like a star that collapses into a black hole singularity in a femtosecond.
How is Anthropic, OpenAI and xAi going to compete against the likes of Google that can spend $200 billion a year? It’s an impossible war and all these investors are throwing their money into a bottomless insatiable pit of money. Until the funding stops for one reason or another and then everyone loses all their money at once like a star that collapses into a black hole singularity in a femtosecond.
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Google fucks up 90% of their products, why do you think Gemini is in the 10%?
Google has barely released a successful product in 20 years.
So maybe Google is lagging on truly new products (btw, does Gemini itself with its TPUs count as a new product? I'd say yes), but "old" products are entrenched enough to carry them and compete.
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what are the private investor platform you mentioned ? and what are the requirements to join in?
Hiive and Forge Global are the ones I know of. You must be an "accredited investor" which means nothing at all except that you have a million dollars or make $200k/yr.
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Google has barely released a successful product in 20 years.
I thought that the likes of Android, Google Docs, Google Translate, etc. were fairly successful. Chrome and ChromeOS also seem fairly popular too.
chromeos is 17
android is 18
chrome is 18
google docs is 20
google translate is 20
How is Anthropic, OpenAI and xAi going to compete against the likes of Google that can spend $200 billion a year? It’s an impossible war and all these investors are throwing their money into a bottomless insatiable pit of money. Until the funding stops for one reason or another and then everyone loses all their money at once like a star that collapses into a black hole singularity in a femtosecond.
I'm trying paid tier Gemini and it doesn't allow to keep have personal chat history when you disable training on your data, on reload of the page your chat is gone. Even free tier of ChatGPT allows disabling training on your data while allowing to keep such basic functionality. Some technical advancements are not worth it if you do not respect your users.
OpenAI figured this out: it’s awesome marketing when people send each other links to the app with a convenient text box to continue the conversation. It’s viral.
Google meanwhile set this up so that “anyone with the link can view” is actually “anyone with the link and a Google account”.
That’s grade A failure of marketing.
The PM in charge of that decision ought to be walked off a plank.
How is Anthropic, OpenAI and xAi going to compete against the likes of Google that can spend $200 billion a year? It’s an impossible war and all these investors are throwing their money into a bottomless insatiable pit of money. Until the funding stops for one reason or another and then everyone loses all their money at once like a star that collapses into a black hole singularity in a femtosecond.
Theoretically Apple can spend just as much. What are the outcomes though? All those giants have their own business that are established and profitable. It’s the new kids in the block that will make the difference. You know those lists on twitter about how many companies US has in top 10 and are presented as a win? Those are actually lists of capital concentrations blocking innovation. It looks like US is winning but…
NVIDIA, and contractors who build data centers, and manufacturers who supply them, will all get rich.
Goldman Sachs recently stoked fear about software stocks due to claimed AI competition. What if their strategy is this: slowly drive down software stocks, keep talking about AI, buy the downward market. Then cash in on the IPOs of OpenAI and Anthropic. Then let OpenAI and Anthropic implode. Goldman Sachs had no problems underwriting webvan at the end of 1999, which then imploded in 2000. Anyway, I just valued my dog…
Because we live in the worst possible timeline the end result for AI companies does seem to be "too big to fail", where these massive investments will get foisted on working class people via a bailout or an IPO and index inclusion.
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This was the same argument made for Google Wave and Google+ and both completely tanked
The tech behind wave eventually made its way into Google docs though and pioneered collaborative document editing, so wasn't a complete failure even though the product itself was killed. No comment on Google+, Google has a storied history of failure on any kind of social media/chat type products. Where Google wins is just simply having enough money to outlive anyone else. As the saying goes "the market can remain irr…
And there was collaborative editing long before Google Wave.