4 ms·

I agree that MS is executing well, but why would Google be afraid? There's no AI moat keeping anyone from replicating what MS is doing. They can train on every

• daydream 4y ago
  > I agree that MS is executing well, but why would Google be afraid? There's no AI moat keeping anyone from replicating what MS is doing. It's not an AI moat. It's about business models. If MS takes even a small fraction of Google's search traffic, and/or convert a small fraction of people from Chrome to Edge, it'll hit Google's bottom line at the one place that's a huge majority of their revenue and profits. MS has nothing to lose and Bing GPT4 integration is very good. Flip side, there's no area where Google is significantly threatening MS. Office suites: MS copilot announcements go significantly further than Google (Business Chat). Cloud: Azure's relationship with OpenAI and rapid product expansion could see it gain share. MS is moving very quickly and coordinating across the entire company. Google is moving slowly. And company-wide execution? Well. That has never been their strong suit.
• gkbrk 4y ago
  > An upstart with a browser extension could replace them. Google regularly bans or breaks browser extensions that are inconvenient for their profits. They also control the main app store for Android devices. And for apps installed externally, they have a backdoor to remove any app they want from Android devices that they claim is for malware.