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Google “We have no moat, and neither does OpenAI”

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Re: Google “We have no moat, and neither does OpenAI”

#481
post #81

The part of the post that resonates for me is that working with the open source community may allow a model to improve faster. And, whichever model improves faster, will win - if it can continue that pace of improvement. The author talks about Koala but notes that ChatGPT is better. GPT-4 is then significantly better than GPT-3.5. If you've used all the models and can afford to spend money, you'd be insane to not use…

>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…

Midjourney is more niche. It’s great at photographs, digital art, concept art, game art and everything in that sphere. Because that’s what it was trained on. So it has a specific style. Dall-E in comparison produces kind of garbage looking pictures of many more styles

Re: Google “We have no moat, and neither does OpenAI”

#482
I've been saying this kind of thing for a while about open source. There is a lot of innovation happening outside of the corporate sector which has been neglected. Not just that; it has been essentially covered up. These projects have not been allowed to get any attention because big tech controls all the media channels. A lot has been happening outside of AI too.

A lot of people are shocked at how this open source innovation just came out of nowhere but those who work in open source, in those areas, aren't so surprised because they've been going at it for years.

Re: Google “We have no moat, and neither does OpenAI”

#483

The 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…

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…

nah, Lora quantized LLM’s are going to be at the OS level in 2 years and consumer architecture refreshes are just going to extend more RAM to already existing dedicated chips like Neural Engine

client side tokens per second will be through the roof and the models will be smaller

Re: Google “We have no moat, and neither does OpenAI”

#484
post #419

Earlier quoted context omitted.

> It's going to be seamlessly integrated into every-day software. I...kinda don't want this? UIs have already changed in so many different fits, starts, waves, and cycles. I used to have skills. But I have no skills now. Nothing works like it used to. Yeah they were tricky to use but I cannot imagine that a murky AI interface is going to be any easier to use, and certainly impossible to master. Even if it is easier t…

An AI interface in Office brings back memories of Clippy.

We may not have seen the last of Clippy yet… https://gwern.net/fiction/clippy

Re: Google “We have no moat, and neither does OpenAI”

#485
post #417

Earlier quoted context omitted.

To be fair, the open source model has been what's been working for the last few decades. The concern with LLMs was that open source (and academia) couldn't do what the big companies are doing because they couldn't get access to enough computing resources. The article is arguing (and I guess open source ML groups are showing) you don't need those computing resources to pave the way. It's still an open question whether…

But none of the "open source" AI models are open source in the classic sense. They are free but they aren't the source code; they are closer to a freely distributable compiled binary where the compiler and the original input hasn't been released. A true open source AI model would need to specify the training data and the code to go from the training data to the model. Certainly it would be very expensive for someone…

These "open source" ai models are more like Obtainable models. You can obtain them. The source is not open, hence open-source. Somewhere open-source got lumped in with free or accessible. Obtainable makes sense to me.

Re: Google “We have no moat, and neither does OpenAI”

#486

The 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…

Disagree. What you have in mind is already how the masses interact AI. There is little value-add for making machine translation, auto-correct and video recommendations better. I can think of a myriad of use-cases for AI that involve custom-tuning foundation models to user-specific environments. Think of an app that can detect bad dog behavior, or an app that gives you pointers on your golf swing. The moat for AI is g…

Making video recs better translates to direct $$$

There’s a reason YT or TikTok recommendation is so revered

Re: Google “We have no moat, and neither does OpenAI”

#487

The 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…

Honestly, I can't see Google failing here. Like other tech giants, they're sitting on a ridiculously large war chest. Worst case, they can wait for the space to settle a bit and spend a few billion to buy the market leader. If AI really is an existential threat to their business prospects, spending their reserves on this is a no-brainer.

The threat isn’t that another company has AI, it’s that they don’t (yet) have a good way to sell ads with a chat bot. Buying the chat bot doesn’t change that.

Re: Google “We have no moat, and neither does OpenAI”

#489

Earlier quoted context omitted.

It being everywhere worries me a lot. It outputs a lot of false information and the typical person doesn’t have the time or inclination to vet the output. Maybe this is a problem that will be solved. I’m not optimistic on that front.

Same can be said about the results that pop up on your favorite search engine or asking other people questions. If anything advances in AI & search tech will do a better job at providing citations that agree & disagree with the results given. But this can be a turtles all the way down problem.

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Re: Google “We have no moat, and neither does OpenAI”

#490

The 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…

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…

The biggest llama model has near 100% fidelity (its like 99.3%) at 4 bit quantization, which allows it to fit on any 40GB or 48GB GPU, which you can get for $3500.

Or at about a 10x speed reduction you can run it on 128 GB of RAM for only around $250.

The story is not anywhere near as bleak as you paint.

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