It seems like a very reactionary move. ChatGPT went viral, and now they have to rush something to market to try and compete. So of course the product doesn't exist yet, but they've had enough time to put together a project plan and some mockups. It's not a great position to be in.
Google was in this position in relation to Apple and the iPhone, and that worked out all right for them. First-mover advantage isn't the be-all, end-all.
I think the real fear is that there has been a brain drain of high-level AI talent to well-funded startups because those startups can move faster without having the extreme fear/caution of a large company like Google/Facebook. E.g. my guess is that OpenAI doesn't have an "Ethical AI" team who sees their role as primarily to put up roadblocks to releasing.
Hence not surprised by the big investment in Anthropic by Google.
Lotus 123, Borland and Wordperfect were at the top of the software world. They failed to make the transition to GUIs/Windows. Microsoft missed the arrival of the web. Microsoft also missed the mobile revolution and ended up with zero mobile operating system market share. Internet Explorer, having vanquished Netscape, declared "job done" and stopped developing the web browser further, only to be cast to irrelevance fo…
I agree and just want to add to your list, Intel missed the low power mobile processor market and may never even achieve a foothold.
> Soon, you’ll see AI-powered features in Search Despite this blog obviously being written for Wall St, this line is key. This is why anyone is going to struggle to compete with Google in AI. Google Search is used so widely and its taxonomy of meaning so vast already that once they flip this on they’ll be unstoppable. (Assuming any rate of improvement whatsoever as we search.) I’m not mentioning all other learning da…
I don't think it's that clearcut.
These AI queries are resource intensive.
Google will have to cut a fine line between quality and profit margin. If it's no good people just won't bother and it won't gain traction.
The searches we make are already analyzed and all models tend to use billions of parameters anyway, even self generated.
Google also are limited by their risk aversion, as seen in this extremely sanitized letter by Sundar, devoid of substance. Their existing AI tool is severely limited.
If this new tool comes out looking like that prior Google tool, it's going to be very difficult for them to gain traction.
Instead, we got some souless corporate-speak PR spam - and I'm sure that if I type "create a product release text for a new AI product" on ChatGPT I will surely get something better.
Compared with the comic that introduced Chrome, this feels like another company - well, sadly, it is indeed.
Lotus 123, Borland and Wordperfect were at the top of the software world. They failed to make the transition to GUIs/Windows. Microsoft missed the arrival of the web. Microsoft also missed the mobile revolution and ended up with zero mobile operating system market share. Internet Explorer, having vanquished Netscape, declared "job done" and stopped developing the web browser further, only to be cast to irrelevance fo…
Google was already next when they missed the social media boat. That said, Microsoft is still the second most valuable company in the world a decade after missing out on mobile, so it doesn't really seem like a big deal.
It's a big deal. It's just that Microsoft has lots of other businesses. They could have had a billion dollar mobile business too, but they don't.
>AI can be helpful in these moments, synthesizing insights for questions where there’s no one right answer. Soon, you’ll see AI-powered features in Search that distill complex information and multiple perspectives into easy-to-digest formats, so you can quickly understand the big picture and learn more from the web: whether that’s seeking out additional perspectives, like blogs from people who play both piano and gui…
That could be incredibly dangerous for their Adsense revenue.
The missed innovation is always a threat to the core business, that's the trap.
Time will tell (a few weeks, according to the article) if it's any good, as that's when it will be released to the public. However, an interesting piece of info was > It draws on information from the web to provide fresh, high-quality responses. which seems like it will possibly be able to use some kind of external repository of information, instead of needing to be retrained? Very curious about that.
Perhaps it won't take information from the training data but rather take the content from the pages a regular search would return and convert it to a nice answer to your query.
>AI can be helpful in these moments, synthesizing insights for questions where there’s no one right answer. Soon, you’ll see AI-powered features in Search that distill complex information and multiple perspectives into easy-to-digest formats, so you can quickly understand the big picture and learn more from the web: whether that’s seeking out additional perspectives, like blogs from people who play both piano and gui…
That's good for users, potentially. But not good for the sites where google is sourcing the information.
Potentially good for users initially. But I can't see how anyone will be incentivized to create and post content for Google to scrape if they won't have any traffic from Google.
It could actually be a huge benefit in some ways if it chokes out the content mills. However, something tells me that they have little to no overhead compared to the people who actually toil away to post good, original content.
> Soon, you’ll see AI-powered features in Search Despite this blog obviously being written for Wall St, this line is key. This is why anyone is going to struggle to compete with Google in AI. Google Search is used so widely and its taxonomy of meaning so vast already that once they flip this on they’ll be unstoppable. (Assuming any rate of improvement whatsoever as we search.) I’m not mentioning all other learning da…
After all the buzz of decentralization, AI is going to be the new era of centralization. One AI interface to rule them all.
Thats a very interesting point, are all the web3 folks looking the wrong way?