Google “We have no moat, and neither does OpenAI”
441–450 of 1001 posts
Re: Google “We have no moat, and neither does OpenAI”
#442> "We have no moat, and neither does OpenAI" and neither does Coca Cola and Cadbury. Yet biggest monopolies are found in these places. Because the competitors will not be differentiated enough for users to switch from the incumbent. But G-AI is still nascent and there's lots of improvements to be had. I suspect better tech is a moat but ofcourse Google is oblivious to it.
- Nobody's tasted my beverage, therefore nobody is craving its taste. Whereas billions of people are "addicted" to coke: they know what it tastes like and miss it when it's gone.
- Nobody's ever heard of my business. I have zero trust or loyalty. Whereas people have trusted code for a century, and actually consider themselves loyal to that company over others with similar goods.
- I have no money to buy ads with. Coke is running Super Bowl commercials.
- I have no distribution partnerships. Coke is in every vending machine and every restaurant. They've spread to almost every country, and even differentiated the taste to appeal to local taste buds.
Re: Google “We have no moat, and neither does OpenAI”
#443Earlier quoted context omitted.
>Midjourney is more popular (from what I'm seeing) than Stable Diffusion at the moment because it's better at the moment. Midjourney is closed-source. Midjourney is easier, its not better. The low barrier to entry has it popular, but it isnt as realistic, doesnt follow the prompt as well, and has almost no customization. SD is the holy grail of AI art, if you can afford a computer or server to run SD + have the abili…
That seems to depend on your use case. Frankly, I don't have much use for either of them but Midjourney was much closer. I've twice spent a couple of hours unsuccessfully trying to generate a simple background image that would be blurred out when rendering 3D models. SD out-of-the-box was far worse, but Midjourney still was not up to the task. It's incredible how well they can generate images of nearly any subject/ob…
Re: Google “We have no moat, and neither does OpenAI”
#444Earlier quoted context omitted.
I think the problem with AI being everywhere and ubiquitous is that AI is the first technology in a very long time that requires non-trivial compute power. That compute power costs money. This is why you only get a limited number of messages every few hours from GPT4. It simply costs too much to be a ubiquitous technology. For example, the biggest LLama model only runs on an A100 that costs about $15,000 on ebay. The…
Within a decade mid-level consumer cards will be just as powerful as those $40k cards.
Re: Google “We have no moat, and neither does OpenAI”
#445Earlier quoted context omitted.
I think the problem with AI being everywhere and ubiquitous is that AI is the first technology in a very long time that requires non-trivial compute power. That compute power costs money. This is why you only get a limited number of messages every few hours from GPT4. It simply costs too much to be a ubiquitous technology. For example, the biggest LLama model only runs on an A100 that costs about $15,000 on ebay. The…
Within a decade mid-level consumer cards will be just as powerful as those $40k cards.
Re: Google “We have no moat, and neither does OpenAI”
#446The current paradigm is that AI is a destination. A product you go to and interact with. That's not at all how the masses are going to interact with AI in the near future. It's going to be seamlessly integrated into every-day software. In Office/Google docs, at the operating system level (Android), in your graphics editor (Adobe), on major web platforms: search, image search, Youtube, the like. Since Google and other…
Re: Google “We have no moat, and neither does OpenAI”
#447The current paradigm is that AI is a destination. A product you go to and interact with. That's not at all how the masses are going to interact with AI in the near future. It's going to be seamlessly integrated into every-day software. In Office/Google docs, at the operating system level (Android), in your graphics editor (Adobe), on major web platforms: search, image search, Youtube, the like. Since Google and other…
Google makes almost all its money from search. These platforms are all there to reinforce its search monopoly. ChatGPT has obsoleted search. ChatGPT will do to Google search what the Internet did to public libraries - make them mostly irrelevant.
It's (sort of) obviated search for certain kinds of queries engineers make, but not normies.
I say sort of, because IMO it's pretty bad at spitting out accurate (or even syntactically correct) code for any nontrivial problem. I have to give it lots of corrections, and often it will just invent new code that also is broken in some way.
Re: Google “We have no moat, and neither does OpenAI”
#448Earlier quoted context omitted.
>Midjourney is more popular (from what I'm seeing) than Stable Diffusion at the moment because it's better at the moment. Midjourney is closed-source. Midjourney is easier, its not better. The low barrier to entry has it popular, but it isnt as realistic, doesnt follow the prompt as well, and has almost no customization. SD is the holy grail of AI art, if you can afford a computer or server to run SD + have the abili…
Are you sure about this? For the couple things I tried, a colleague with Midjourney managed to outperform my attempts with SD by leaps and bounds.
Re: Google “We have no moat, and neither does OpenAI”
#449I find PyTorch in everyone I check.