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Google has the data and the TPUs and the massive cash to advance. Microsoft has GitHub - the world’s biggest pile of code training data, plus infinite cash. O

Google has the data and the TPUs and the massive cash to advance. Microsoft has GitHub - the world’s biggest pile of code training data, plus infinite cash. OpenAI has …… none of these advantages.

misiti3780 9mo ago
this is the argument i continue to have with people. first mover isnt always an advantage - i think openai will be sold or pennies on these dollars someday (next 5 years after they run out of funding). Google has data, TPUs, and a shitload of cash to burn
- tester756 9mo ago
  >first mover isnt always an advantage but in this case it is, ChatGPT name is really, really strong, it's like "just google it" instead of "just search the web"
  - rchaud 9mo ago
    Name recognition only gets you so far. "Just Google it" happened because Google was better than Hotbot/Altavista/Yahoo! etc by orders of magnitude. Nobody even bothered to launch a competing search engine in the 2000s because of this (until Microsoft w/ Bing in 2009). There is no such parallel with ChatGPT; Google, Bing, even DuckDuckGo has AI search. First mover advantage matters only if it has long-lasting network effects. American schools are run on Chromebooks and Google Docs/Slides, but these have no penetration in enterprise, as college students have been discovering when they enter their first jobs.
  - catdog 9mo ago
    Maybe but it's far from profitable. People largely don't want to pay for it either.
    - tester756 9mo ago
      Who cares? profitability is not the most important thing at every stage of the product
      - misiti3780 9mo ago
        Altman is a horrible CEO also, which wont help. He table-side manners are horrible.
  - randomNumber7 9mo ago
    I'm not sure because google was by far the best search engine for a long time in the early 2000s and there are a lot of models close to what openai has right now.
cpeterso 9mo ago
And Google and Microsoft have huge distribution advantages that OpenAI doesn’t. Google and Microsoft can add AI to their operating systems, browsers, and office apps that users are already using. OpenAI just has a website and a niche browser. To Google and Microsoft, AI is a feature, not a product.

misiti3780 9mo ago

this is the argument i continue to have with people. first mover isnt always an advantage - i think openai will be sold or pennies on these dollars someday (next 5 years after they run out of funding). Google has data, TPUs, and a shitload of cash to burn

tester756 9mo ago
>first mover isnt always an advantage but in this case it is, ChatGPT name is really, really strong, it's like "just google it" instead of "just search the web"
- rchaud 9mo ago
  Name recognition only gets you so far. "Just Google it" happened because Google was better than Hotbot/Altavista/Yahoo! etc by orders of magnitude. Nobody even bothered to launch a competing search engine in the 2000s because of this (until Microsoft w/ Bing in 2009). There is no such parallel with ChatGPT; Google, Bing, even DuckDuckGo has AI search. First mover advantage matters only if it has long-lasting network effects. American schools are run on Chromebooks and Google Docs/Slides, but these have no penetration in enterprise, as college students have been discovering when they enter their first jobs.
- catdog 9mo ago
  Maybe but it's far from profitable. People largely don't want to pay for it either.
  - tester756 9mo ago
    Who cares? profitability is not the most important thing at every stage of the product
    - misiti3780 9mo ago
      Altman is a horrible CEO also, which wont help. He table-side manners are horrible.
- randomNumber7 9mo ago
  I'm not sure because google was by far the best search engine for a long time in the early 2000s and there are a lot of models close to what openai has right now.

cpeterso 9mo ago

And Google and Microsoft have huge distribution advantages that OpenAI doesn’t. Google and Microsoft can add AI to their operating systems, browsers, and office apps that users are already using. OpenAI just has a website and a niche browser. To Google and Microsoft, AI is a feature, not a product.