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 don't think you're honestly accounting for the engineering behind the progress models are making. If it was just a matter of compute on hand and iterating, Meta would be neck and neck with Ant, OAI, and Google, but clearly you've gotta have more. 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 lik…
As do thousands of people say this point. You think the head of deepseek doesn't?