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I get the appetite for frontier models. But why not just invest in Google. Do they really expect the return profile of OpenAI to be vastly different than Google
by blobbers 7mo ago
I get the appetite for frontier models. But why not just invest in Google. Do they really expect the return profile of OpenAI to be vastly different than Google’s Gemini?
- Gagarin1917 7mo agoI imagine they get a bigger slice of the pie with OpenAI than they do with Google, an extremely mature company who’s had investors buying in for 30 years. Alphabet’s market cap is $3.5 trillion, compared to OpenAI’s $850 billion reported here.
- flowerthoughts 7mo agoGoogle has little need for more money, so the price will be much higher. OpenAI being a separate entity also means Google's competitors (Microsoft, Amazon) can invest there without looking silly.
- cowl 7mo agoit's not really investing though. Amazon will provide 50B worth of compute and Nvidia will provide 30B worth of chips etc. Google doesnt need any of those. The only one that is really investing is SoftBank who is pushing for a faster IPO so they hope to make a profit on that and again Google does not offer that opportunity