> The reason they didn't release their LLM earlier was likely due to the serious brand risk associated with making it part of Google search. Bing/ChatGPT had no

> The reason they didn't release their LLM earlier was likely due to the serious brand risk associated with making it part of Google search. Bing/ChatGPT had no such brand risk, and released their LLMs using the "There's no such thing as bad publicity" logic. That works great as a wrecking ball, but it's not a long term product strategy. Not sure if this is the right read considering that CHATGPT/Bing now constitute a far greater brand risk to Google than they would if Google they had gotten out ahead on LLMs. What may have seemed like prudent caution to protect a brand has now shown to be much closer to incumbent complacency. Suppose it is the classic story of big companies that get disrupted anywhere.