I disagree - I will be surprised if google doesnt win the AI race long term. They have the money, the chips, and the ability to attract talent.
Agree that I would (and do) still place my bet on them for the long term. Maybe the outcome will be a couple of good startups seeded and DeepMind _really_ focusing on LLMs now.
I said that too at the start of the year, but that's a looong time in "AI years". I feel like by now they should have announced a Fable-killer model. They may still do it but looking back I am becoming less convinced now than I was 6 months ago.
Ever heard of the innovator’s dilemma? Don’t underestimate the inertia of large companies and their unwillingness to pivot from their cash cow.
They also have the money, the hardware and the talent to be the best cloud infrastructure provider, yet they're still far behind AWS (for good reason, as anyone who's dealt with their customer service will understand).
They’d be hard pressed to lose, if it’s what they want.
They need to route all browser search strings to an LLM, and slowly begin to charge where people will pay. Likely ad space.
> ability to attract talent.
No, the top talent is clearly at Anthropic and OpenAI
Are they measurably attracting more talent here? It seems like they're losing some of it right now, so is there public info about numbers of researchers they have or etc