Personally I find the current Google products mediocre almost on all aspects. The killer feature of chat bots is voice chat and ChatGPT works great, and Gemini is extremely quiet without a way to increase volume. It's also difficult to figure out how to sign up for Gemini, or even the keyboard that I'm typing is making so many incorrect predictions.
I just don't trust Google. To me they're pure marketing and their engineering excellence ended a few years ago.
OpenAI declares 'code red' as Google catches up in AI race
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Re: OpenAI declares 'code red' as Google catches up in AI race
#642I declared 'code red' at my house as Google, OpenAI and Anthropic catch up in my software development career race.
Re: OpenAI declares 'code red' as Google catches up in AI race
#643I've seen a rumor going around that OpenAI hasn't had a successful pre-training run since mid 2024. This seemed insane to me but if you give ChatGPT 5.1 a query about current events and instruct it not to use the internet it will tell you its knowledge cutoff is June 2024. Not sure if maybe that's just the smaller model or what. But I don't think it's a good sign to get that from any frontier model today, that's 18 m…
OpenAI is the only SOTA model provider that doesn't have a cutoff date in the current year. That why it preforms bad at writing code for any new libraries or libraries that have had significant updates like Svelte.
Re: OpenAI declares 'code red' as Google catches up in AI race
#644Earlier quoted context omitted.
SemiAnalysis said it last week and AFAIK it wasn't denied. https://newsletter.semianalysis.com/p/tpuv7-google-takes-a-s...
This is a really great breakdown. With TPUs seemingly more efficient and costing less overall, how does this play for Nvidia? What's to stop them from entering the TPU race with their $5 trillion valuation?
$5 trillion valuation doesn't mean it has $5 trillion cash in pocket -- so "it depends"
Re: OpenAI declares 'code red' as Google catches up in AI race
#645Earlier quoted context omitted.
if you want to compete with google it seems like ad space is the single most important thing to push out quickly. no matter what openai does if its not accepting customers the ad budgets will flow to meta amaz and goog and be used as weapons against it.
OpenAI is trying to revolutionize human industry. The money it can make from ads will be a rounding error, if they can pull that off.
People who believe this should be studied
Re: OpenAI declares 'code red' as Google catches up in AI race
#646I've seen a rumor going around that OpenAI hasn't had a successful pre-training run since mid 2024. This seemed insane to me but if you give ChatGPT 5.1 a query about current events and instruct it not to use the internet it will tell you its knowledge cutoff is June 2024. Not sure if maybe that's just the smaller model or what. But I don't think it's a good sign to get that from any frontier model today, that's 18 m…
I recall reading that Google had similar 'delay' issues when crawling the web in 2000 and early 2001, but they managed to survive. That said, OpenAI seems much less differentiated (now) than Google was back then, so this may be a much riskier situation.
Google didn't raise at a $500 billion valuation.
The 25x revenue multiple wouldn't be so bad if they weren't burning so much cash on R&D and if they actually had a moat.
Google caught up quick, the Chinese are spinning up open source models left and right, and the world really just isn't ready to adopt AI everywhere yet. We're in the premature/awkward phase.
They're just too early, and the AGI is just too far away.
Doesn't look like their "advertising" idea to increase revenue is working, either.
Re: OpenAI declares 'code red' as Google catches up in AI race
#647Earlier quoted context omitted.
I recall reading that Google had similar 'delay' issues when crawling the web in 2000 and early 2001, but they managed to survive. That said, OpenAI seems much less differentiated (now) than Google was back then, so this may be a much riskier situation.
The differentiation should be open source, nonprofit, and ethical. As a shady for-profit, there is none. That's the problem with this particular fraud.
Why is profit bad? You can be open source, ethical, and for-profit.
Re: OpenAI declares 'code red' as Google catches up in AI race
#648Fix: Bring back Ilya, fire Sam Altman.
Re: OpenAI declares 'code red' as Google catches up in AI race
#649The real code red here is less that Google just one-upped OpenAI but that they demonstrated there’s no moat to be had here. Absent a major breakthrough all the major providers are just going to keep leapfrogging each other in the most expensive race to the bottom of all time. Good for tech, but a horrible business and financial picture for these companies.
Did Google actually train a new model? The cutoff dates for Gemini 3 and 2.5 are the same.
I think this simply suggests the same (or very similar) training corpora.
Re: OpenAI declares 'code red' as Google catches up in AI race
#650Earlier quoted context omitted.
Given a choice between being “locked in” to a major cloud provider and trusting your business to a randomish little company, you are never going to get a compliance department to go for the latter. “no one ever got fired for choosing AWS”. This is the API - it’s basically the same for all supported languages https://docs.aws.amazon.com/code-library/latest/ug/python_3_... Real companies aren’t concerned about cost as…
> And the lock in boogeyman is something only geeks care about. Migrations from one provider to another costs so much money... You just gave the definition of lock in.
You are “locked in” to your infrastructure if you have a bunch of VMs at your colo and you need to move.
Do you also suggest that people never use a Colo?
I’ve seen it take a year to move a bunch of VMs from a Colo.