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> I would bet on Alphabet for the long term, the original inventors of the paper, together with DeepMind. > But chatgpt like tech could have an effect on their
by 908B64B197 4y ago
> I would bet on Alphabet for the long term, the original inventors of the paper, together with DeepMind.
> But chatgpt like tech could have an effect on their advertising income.
An AI response costs a lot more to serve than a search query.
Microsoft is integrating GPT into it's SaaS offerings (see copilot), where it adds new features (and is gaining traction for it's adds and search products). Meanwhile, for every GPT query served by Google, it costs them significantly more and can't be monetized right now with adds.
- kjellsbells 4y agoMicrosoft may make a lot of money from chatgpt, but that doesn't mean they will topple google in search. Being able to democratize model training so that an enterprise could run gpt like tooling on their own internal data with no privacy concerns would be exceptionally valuable to a lot of enterprise and govt customers. If they add 5% to bing, that is a fantastic side effect, but i dont know that Microsoft care about that as much as the pundits think they do. Enterprise gpt as a service and copilot powered software development would be world changing enough.
- 908B64B197 4y ago> If they add 5% to bing, that is a fantastic side effect, but i dont know that Microsoft care about that as much as the pundits think they do. Enterprise gpt as a service and copilot powered software development would be world changing enough. GPT will shrink the search business. Why go browse adds from a search engine when you can just ask the assistant already built-in the app you're using?
- wefarrell 4y agoIt’s currently possible to run ChatGPT in Azure on a custom dataset with privacy guarantees: https://azure.microsoft.com/en-us/products/cognitive-services/openai-service https://azure.microsoft.com/en-us/products/cognitive-service...