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OpenAI has the model advantage. Google and Apple have the ecosystem advantage. Apple in particular has the deeper stack integration advantage. Both Apple and

OpenAI has the model advantage. Google and Apple have the ecosystem advantage. Apple in particular has the deeper stack integration advantage. Both Apple and Google have a somewhat poor software innovation reputation. How does it all net out? I suspect ecosystem play wins in this case because they can personalize more deeply.

lowkey 2y ago
Google has a deep addiction to AdWords revenue which makes for a significant disadvantage. Nomatter how good their technology, they will struggle internally with deploying it at scale because that would risk their cash cow. Innovator’s dilemma.
- frankacter 2y ago
  Google Cloud and cloud services generated almost 9.57 billion. That's up 28% from prior: https://www.crn.com/news/networking/2024/google-cloud-posts-28-percent-revenue-jump-in-q1-2024-thanks-to-ai-says-ceo https://www.crn.com/news/networking/2024/google-cloud-posts-... They are embedding their models not only widely across their platforms suite of internal products and devices, but also computationally via API for 3rd party development. Those are all free from any perceived golden handcuffs that AdWords would impose.
  - damsalor 2y ago
    Yea, well. I still think there is a conflict of interest if you sell propaganda
- lowkey 2y ago
  As of 2020, AdWords represented over 80% of all Google revenue [1] while in 2021 7% of Google’s revenue came from cloud [2]. [1] https://www.cnbc.com/2021/05/18/how-does-google-make-money-advertising-business-breakdown-.html https://www.cnbc.com/2021/05/18/how-does-google-make-money-a...? [2] https://aag-it.com/the-latest-cloud-computing-statistics/?t https://aag-it.com/the-latest-cloud-computing-statistics/?t
miki123211 2y ago
Google and Apple also have an "API access" advantage. It is similar to the ecosystem advantage but goes beyond it; Google and Apple restrict third-party app makers from access to crucial APIs like receiving and reading texts or interacting with onscreen content from other apps. I think that may turn out to be the most important advantage of them all. This should be a far bigger concern for antitrust regulators than petty squabbles over in-app purchases. Spotify and Netflix are possible (if slightly inconvenient) to use on iOS, a fully-featured AI assistant coming from somebody who isn't Apple is not. Google (and to a lesser extend also Microsoft and Meta) also have a data advantage, they've been building search engines for years, and presumably have a lot more in-house expertise on crawling the web and filtering the scraped content. Google can also require websites which wish to appear in Google search to also consent to appearing in their LLM datasets. That decision would even make sense from a technical perspective, it's easier and cheaper to scrape once and maintain one dataset than to have two separate scrapers for different purposes. Then there's the bias problem, all of the major AI companies (except for Mistral) are based in California and have mostly left-leaning employees, some of them quite radical and many of them very passionate about identity politics. That worldview is inconsistent with a half of all Americans and the large majority of people in other countries. This particularly applies to the identity politics part, which just isn't a concern outside of the English-speaking world. That might also have some impact on which AI companies people choose, although I suspect far less so than the previous two points.
mirekrusin 2y ago
Not mentioning Meta, the good guy now, is scandalous. X is not going to sit quietly as well. There is also the rest of us.
- riffraff 2y ago
  X is tiny compared to Apple/Meta/Google, both in engineering size and in "fingerprint" in people's life. Also engineering wise, currently every tweet is followed by a reply "my nudes in profile" and X seems unable to detect it as trivial spam, I doubt they have the chops to compete in this arena, especially after the mass layoffs they experienced.
  - mirekrusin 2y ago
    By X I mean one guy with big pocket who won't sit quietly - I wouldn't underestimate him.
xNeil 2y ago
>Google and Apple have a somewhat poor software innovation reputation. I'm assuming you mean reputation as in general opinion among developers? Because Google's probably been the most innovative company of the 21st century so far.
- bugbuddy 2y ago
  Yes, I miss Stadia so much. It was the most innovative streaming platform I had ever used. I wished I could still use it. Please, Google, bring Stadia back.
  - teaearlgraycold 2y ago
    They’re renting out the tech to 3rd parties
hwbunny 2y ago
ahem...zzzzzzzz

lowkey 2y ago

Google has a deep addiction to AdWords revenue which makes for a significant disadvantage. Nomatter how good their technology, they will struggle internally with deploying it at scale because that would risk their cash cow. Innovator’s dilemma.

frankacter 2y ago
Google Cloud and cloud services generated almost 9.57 billion. That's up 28% from prior: https://www.crn.com/news/networking/2024/google-cloud-posts-28-percent-revenue-jump-in-q1-2024-thanks-to-ai-says-ceo https://www.crn.com/news/networking/2024/google-cloud-posts-... They are embedding their models not only widely across their platforms suite of internal products and devices, but also computationally via API for 3rd party development. Those are all free from any perceived golden handcuffs that AdWords would impose.
- damsalor 2y ago
  Yea, well. I still think there is a conflict of interest if you sell propaganda
lowkey 2y ago
As of 2020, AdWords represented over 80% of all Google revenue [1] while in 2021 7% of Google’s revenue came from cloud [2]. [1] https://www.cnbc.com/2021/05/18/how-does-google-make-money-advertising-business-breakdown-.html https://www.cnbc.com/2021/05/18/how-does-google-make-money-a...? [2] https://aag-it.com/the-latest-cloud-computing-statistics/?t https://aag-it.com/the-latest-cloud-computing-statistics/?t

miki123211 2y ago

Google and Apple also have an "API access" advantage. It is similar to the ecosystem advantage but goes beyond it; Google and Apple restrict third-party app makers from access to crucial APIs like receiving and reading texts or interacting with onscreen content from other apps. I think that may turn out to be the most important advantage of them all. This should be a far bigger concern for antitrust regulators than petty squabbles over in-app purchases. Spotify and Netflix are possible (if slightly inconvenient) to use on iOS, a fully-featured AI assistant coming from somebody who isn't Apple is not. Google (and to a lesser extend also Microsoft and Meta) also have a data advantage, they've been building search engines for years, and presumably have a lot more in-house expertise on crawling the web and filtering the scraped content. Google can also require websites which wish to appear in Google search to also consent to appearing in their LLM datasets. That decision would even make sense from a technical perspective, it's easier and cheaper to scrape once and maintain one dataset than to have two separate scrapers for different purposes. Then there's the bias problem, all of the major AI companies (except for Mistral) are based in California and have mostly left-leaning employees, some of them quite radical and many of them very passionate about identity politics. That worldview is inconsistent with a half of all Americans and the large majority of people in other countries. This particularly applies to the identity politics part, which just isn't a concern outside of the English-speaking world. That might also have some impact on which AI companies people choose, although I suspect far less so than the previous two points.

mirekrusin 2y ago

Not mentioning Meta, the good guy now, is scandalous. X is not going to sit quietly as well. There is also the rest of us.

riffraff 2y ago
X is tiny compared to Apple/Meta/Google, both in engineering size and in "fingerprint" in people's life. Also engineering wise, currently every tweet is followed by a reply "my nudes in profile" and X seems unable to detect it as trivial spam, I doubt they have the chops to compete in this arena, especially after the mass layoffs they experienced.
- mirekrusin 2y ago
  By X I mean one guy with big pocket who won't sit quietly - I wouldn't underestimate him.

xNeil 2y ago

>Google and Apple have a somewhat poor software innovation reputation. I'm assuming you mean reputation as in general opinion among developers? Because Google's probably been the most innovative company of the 21st century so far.

bugbuddy 2y ago
Yes, I miss Stadia so much. It was the most innovative streaming platform I had ever used. I wished I could still use it. Please, Google, bring Stadia back.
- teaearlgraycold 2y ago
  They’re renting out the tech to 3rd parties

hwbunny 2y ago

ahem...zzzzzzzz