Sundar has zero vision and has created a culture that stifles new developments in bureaucratic morass while threatening to kill them shortly after birth. Googl

Sundar has zero vision and has created a culture that stifles new developments in bureaucratic morass while threatening to kill them shortly after birth. Google may have more scientists and some of the best minds in the business, but ChatGPT has nearly 200 million users that are feeding it back data for RLHF, and data is a much more important moat than better tech (which mostly ends up being published and disseminated anyhow). AI is a game between OpenAI and Meta. ChatGPT has a ton of users creating highly relevant data, but Meta has the incredible walled trove of facebook/instagram/whatsapp/+ data that dwarfs pretty much anyone else on the planet, and with Mark's recent push to build up their compute their only competitors in that space are microsoft and google. People discounted Meta because of that horrible metaverse move, but Mark is being pretty canny now, they're very well positioned to choke the life out of specialty chatbot products while integrating SOTA AI into all of their products to slowly crank up the time people are on platform.