Data oriented Cloud devs (terraform, data processing etc) which of the chat LlMs do you like the best?
Google is winning on every AI front
601–610 of 851 posts
Re: Google is winning on every AI front
#602Earlier 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?
> AI is not a product, it’s a tool for building other products.
Its products like this (Wells Fargo): https://www.youtube.com/watch?v=Akmga7X9zyg
Great Wells Fargo has an "agent" ... and every one else is talking about how to make their products available for agent based AI.
People don't want 47 different agents to talk to, then want a single end point, they want a "personal assistant" in digital form, a virtual concierge...
And we can't have this, because the open web has been dead for more than a decade.
Re: Google is winning on every AI front
#603As long as Google continues to hamstring themselves with censorship for no reason, I can't use their products. The other day I asked gemini 2.5 pro "which british ceo said that his company's products were bad" and the response was > I'm just a language model, so I can't help you with that. https://g.co/gemini/share/cb3afc3e7f78 Chatgpt 4o correctly identified the guy as Ratner and provided the relevant quotes.
I wouldn't bother with the official Gemini app. I don't know why Google even bothers with it at this point. I only interact with 2.5 through AI studio and it's great through that interface.
Re: Google is winning on every AI front
#604Earlier quoted context omitted.
fair call but 1. unlike openai, google is already cashflow positive and doesnt need to raise any external funds 2. unlike openai, google already has the distribution figured out on both software and hardware google is like an aircraft carrier that takes so fucking long to steer, but once done steering its entire armada will wipe you the fuck out (at least on the top 20% features for 80% use case) anthropic already es…
> unlike openai, google is already cashflow positive and doesnt need to raise any external funds this can quickly change in several quarters, if users decide to leave google search, then all google org/infra complexity will play very badly against them
I really don't think this is a likely outcome in the 'several quarters' timeframe. The world just spent 2.5 decades going onto Google. There are so many small business owners out there who hate technology... so many old people who took years just to learn how to Google... so many ingrained behaviors of just Googling things... outside of the vocal tech crowd I think it's exceedingly unlikely that users stop using Google en masse.
Re: Google is winning on every AI front
#605I do agree with a lot of what is said here. There are however a few things that I think will hinder Google on the long-run:
- The last time I checked (3-4 months ago) Gemini embedding models are probably the least reliable / contextually aware out there - A significant chunk of the market will want the ability to use locally hosted models / manage their own which Google currently has no play for - API documentation. Across the big managed models they are likely the least well documented model. - Allowing for more system vs. user prompts
Re: Google is winning on every AI front
#606Earlier quoted context omitted.
> No guarantees that Google discover a meaningful business model here... I don't understand this sentiment at all. The business model writes itself (so to speak). This is the company that perfected the art of serving up micro-targeted ads to people at the moment they are seeking a solution to a problem. Just swap the search box for a chat bot. For a while they'll keep the ads off to the side, but over time the ads wi…
I don’t think it works. Search is the perfect place for ads for exactly the reasons you state: people have high intent. But a majority of chatbot usage is not searching for the solution to a problem. And if he Chatbot is serving the ads when I’m using it for creative writing, reformatting text, having a python function, written, etc, I’m going to be annoyed and switch to a different product. Search is all about infor…
I have shifted the majority of my search for products to ChatGPT. In the past my starting point would have been Amazon or Google. It’s just so much easier to describe what I’m looking for and ask for recommendations that fit my parameters. If I could buy directly from the ChatGPT, I probably would. It’s just as much or more high intent as search.
Re: Google is winning on every AI front
#607Earlier quoted context omitted.
It was there.
To be fair to thunderbird120, the author of this piece made edits at some point. See https://archive.is/K4n9E . No discussion of the recent TPU releases, or TPUs for all, for that matter.
You are correct. I misjudged.I thought I had read the article early, it must have been just after the edits.
Re: Google is winning on every AI front
#608If Google is able to ignore the pressure to bring in revenue from AI and is able to outcompete the others at automating AI research itself, I think they will win the war. It seems that they certainly have an advantage, with limited pressure from outside investors, their own hardware stack, a constant flow of cash through the other lines of business, and a head start against most of the other giant tech companies.
Re: Google is winning on every AI front
#609Earlier quoted context omitted.
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?
I agree the market for 10% better AI isn’t that great but the cost to get there is. An 80% as good model at 10% or even 5% the cost will win every time in the current environment. Most businesses don’t even have a clear use case for AI they just use it because the competition is and there is a FOMO effect
> Most businesses don’t even have a clear use case for AI they just use it because the competition is and there is a FOMO effect
I consult in this space and 80-90% of what I see is chat bots and RAG.
Re: Google is winning on every AI front
#610It is sort of funny to me how the sentiment about whoever seems to be leading in ML changes so frequently (in particular here on HN.) A couple months ago it felt like people were sure that Google completely fucked it up for themselves (especially due to the fact that they invented the transformer but didn't productize it themselves at first.)
For a short while, Claude was the best thing since sliced cheese, then Deepseek was the shit, and now seemingly OpenAI really falls out of favor. It kinda feels to me like people cast their judgement too early (perhaps again in this case.) I guess these are the hypecycles...
Google is killing it right now, I agree. But the world might appear completely different in three months.