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Google is winning on every AI front

thealgorithmicbridge.com

401–410 of 851 posts

Re: Google is winning on every AI front

#401
post #137

Earlier quoted context omitted.

> there's a limit on how much you can charge people for subscription fees. I think soon people expect this service to be provided for free and ads would become the main option to make money out of chatbots. So... I don't think this is certain. A surprising number of people pay for the ChatGPT app and/or competitors. It's be a >$10bn business already. Could maybe be a >$100bn business long term. Meanwhile... making mo…

Google were pioneers to cloud computing How so? Amazon were the first with S3 and EC2 including API driven control.

Maybe for public services, but Google did the "cattle not pets" thing with custom Frankensteined beige boxes starting really early on

Re: Google is winning on every AI front

#402

Earlier quoted context omitted.

Yeah me too and especially with Google as a leader because they corrupt everything. I hope local models remain viable. I don't think ever expanding the size is the way forward anyway.

Once again, our hope is for the Chinese to continue driving the open models. Because if it depends on American big companies the future will be one of dependency on closed AI models.

I’m not sure if it is the Chinese models themselves that will save us, or the or the effect they have of encouraging others to open source their models too.

But I think we have to get away from the thinking that “Chinese models” are somehow created by the Chinese state, and from an adversarial standpoint. There are models created by Chinese companies, just like American and European companies.

Re: Google is winning on every AI front

#403

Earlier quoted context omitted.

When LLMs are essentially trying to sell me something, the shit is over. I like LLMs (over search engines) because they are not salespeople. They're one of the few things I actually "trust". (Which I know is something that many people fall on the other side of — but no, I actually trust them more than SEO'd web sites and ad-driven search engines.) I suppose my local-LLM hobby is for just such a scenario. While it is…

LLMs have not earned your trust. Classic search has. The only thing I really care about with classic web search is whether the resulting website is relevant to my needs. On this point I am satisfied nearly all the time. It’s easy to verify. With LLMs I get a narrative. It is much harder to evaluate a narrative, and errors are more insidious. When I have carefully checked an LLM result, I usually discover errors. Are…

Your experience and mine are polar opposite. We use search differently is the only way I can reconcile that.

Re: Google is winning on every AI front

#404

Earlier quoted context omitted.

Ask Deepseek what happened in Tianmen Square in 1989 and get back to me about that "open" thing.

who cares, only ideologues care about this.

Yeah I'm sure every Chinese knows exactly what happened there.

It's not really about suppressing the knowledge, it's about suppressing people talking about it and making it a point in the media etc. The CCP knows how powerful organised people can be, this is how they came to power after all.

Re: Google is winning on every AI front

#405
post #367
post #137

Earlier quoted context omitted.

> there's a limit on how much you can charge people for subscription fees. I think soon people expect this service to be provided for free and ads would become the main option to make money out of chatbots. So... I don't think this is certain. A surprising number of people pay for the ChatGPT app and/or competitors. It's be a >$10bn business already. Could maybe be a >$100bn business long term. Meanwhile... making mo…

I don’t think “AI” as a market is “winner-takes-anything”. Seriously. AI is not a product, it’s a tool for building other products. The winners will be other businesses that use AI tooling to make better products. Does OpenAI really make sense as a chatbot company?

the subscription is a product

Re: Google is winning on every AI front

#406

Earlier quoted context omitted.

From the article: > I’m forgetting something. Oh, of course, Google is also a hardware company. With its left arm, Google is fighting Nvidia in the AI chip market (both to eliminate its former GPU dependence and to eventually sell its chips to other companies). How well are they doing? They just announced the 7th version of their TPU, Ironwood. The specifications are impressive. It’s a chip made for the AI era of inf…

Nice to see that they added that, but that section wasn't in the article when I wrote that comment.

Maybe they read your comment?

Re: Google is winning on every AI front

#407
post #137

Earlier quoted context omitted.

> there's a limit on how much you can charge people for subscription fees. I think soon people expect this service to be provided for free and ads would become the main option to make money out of chatbots. So... I don't think this is certain. A surprising number of people pay for the ChatGPT app and/or competitors. It's be a >$10bn business already. Could maybe be a >$100bn business long term. Meanwhile... making mo…

Google were pioneers to cloud computing How so? Amazon were the first with S3 and EC2 including API driven control.

AWS was the first to sell it, but Google had something that could be called cloud computing (Borg) before that.

Re: Google is winning on every AI front

#408
post #297

Earlier quoted context omitted.

The demand is there. People are already becoming addicted to this stuff.

I think the HN crowd widely overestimates how many people are even passingly familiar with the LLM landscape much less use any of the tools regularly.

every ordinary college and university in the USA is filled with AI now AFAIK

Re: Google is winning on every AI front

#409
post #190

The article doesn't mention one of the most complex benchmarks - ARC challenge. All models suck in it https://arcprize.org/leaderboard but Gemini and Claude still suck much worse then ChatGPT models

They haven't tested Gemini 2.5 Pro yet.

They have.

https://x.com/arcprize/status/1905361753678246308

Re: Google is winning on every AI front

#410
post #333

Earlier quoted context omitted.

TPUs aren't necessarily a pro. They go back 15 years and don't seem to have yielded any kind of durable advantage. Developing them is expensive but their architecture was often over-fit to yesterday's algorithms which is why they've been through so many redesigns. Their competitors have routinely moved much faster using CUDA. Once the space settles down, the balance might tip towards specialized accelerators but NVID…

They go back about 11 years.

Depending how you count, parent comment is accurate. Hardware doesn't just appear. 4 years of planning and R&D for the first generation chip is probably right.
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