It will come down to operating cost. Gemini Ultra is comparable with GPT4 with 10x more context window Google Lumiere will be competing with OpenAI Sora Google search with llm will compete with OpenAI search. Technology will be democratized eventually and companies will use whatever most capable while being the least expensive. So unless Microsoft acquires OpenAI, or OpenAI actually gets funding and buys NVIDIA (essentially what Sam is trying to do with $7T funding when nividia is at $2T), this will come down to cost. To be truly profitable for OpenAI, maybe they need to charge $200/month for chatgpt or similar for search. At that point, there will be plenty of other startups at much lower cost using open source models that only get better day by day
Ok
Does Google owning the TPUs and optimizing on them give them a cost advantage ?
Google uses TPUs but for the most capable inferences, currently NVIDIA chips are must. So it does give cost advantage for most widely used models in scaling Also trying to change the cost architecturally https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024/amp/ It is that when Google releases things, it needs to care for how much it costs so it seems to choose scalability over quality whereas OpenAI is the opposite and its scalability bottleneck is Azure, which is also fking beast but without its own AI chips or as strong of an availablity as Google’s infra
Why are nvidia a must? Gemini is trained and served without them
Correct take. If you put a cap on compute cost the open ai tech does not work. Google is highly cached and cheap but you can't do that with the prompts people enter. They are not competing with Google but can be profitable on their own. These generated videos, photos will eventually end up on YouTube, insta, TikTok benefiting them. Open ai can beat enterprise companies (internal tools) and disrupt new business (legal ai, data filing), surveillance, defence, video, cameras, adobe tools.
Google will always be one step behind OpenAI and keep playing catch-up
Google is always a strong follower so that is okay
Ok Sundar, if you say so
Google may have the operating cost advantage, but they just don’t ship things anymore. They’re so bogged down with bureaucracy that they don’t have the guts to actually launch a viable, profitable product in the time span required. Mediocre executives all need to figure out a way to take credit before they will green light anything, and that’s been Google’s downfall, as they haven’t launched anything of substance in the past 6 years without quickly shutting it down, eg Stadia.
Google has problem in figuring out which product to focus on. Once it finds one though, it is very aggressive. Transformers architecture was created in Google and there are many many talents in DeepMind with crazy retention bonuses instead of paper money. As long as they are here, morphing a sticky technology into a scalable product has always been the Google’s strength. I think we need a stronger CEO and better PR to attract future talents though
Are you paid that much to be worried about this shit?
I don’t work at Google anymore. I run my own startup
What domain is the startup in?
The only problem with this claim is you are taking alot of furure assumptions as certain constants. Google has track record and history but you don’t know how the brilliant minds at Open AI are going to pivot their product and go in other directions
Open AI will aquire Google to be cost effective
Lol. At that point openAi is already beating Google so they don’t need to
Yeah, logically this is right. Sam understands this as well. So he trying to control production of semiconductors.
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Stupid take. Get some sleep kid
Okay Wayfair
That’s ex-wayfair to you