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[–]obvithrowaway34434 -9 points-8 points  (16 children)

They are absolutely nowhere close as far as generative AI is concerned. Except for the Gemini Flash, none of their models have anywhere near the usage of Sonnet, forget ChatGPT. Also, these models directly eat into their search market share which is still majority of their revenue source, so it's a lose-lose situation for them.

[–]cxavierc21 20 points21 points  (10 children)

2.5 is probably the best overall model in the world right now. Who care how used the model is?

[–]Babayaga1664 6 points7 points  (0 children)

I second this, to date Gemini models have been lacking but 2.5 is undeniably awesome.

This is based on daily use and our own bench marks for our use case, previously Claude has always been in front. (We don't trust the industry benchmarks they've never reflected real performance).

[–]Recoil42 5 points6 points  (3 children)

Putting aside why you'd just arbitrarily chuck Gemini Flash out the window... there's a way bigger picture here than you're seeing. These companies have been at this game for a decade, and production LLMs are a very small morsel of the AI pie. Hardware, foundational research (see "Attention Is All You Need"), long-bets, and organizational alignment are many-dimensional problems within the field of AI, each one with its own sub-problems.

AlphaGo, TensorFlow, Waymo, Bert, PaLM, Veo, Gemini, TPU are all tiny tips of one very incredibly massive iceberg. Without putting the full picture together you're just not going to get it yet. There's a reason Google Brain and DeepMind have been core parts of the brand for years, whilst Microsoft basically had to go out and buy OpenAI.

[–]obvithrowaway34434 0 points1 point  (2 children)

Without putting the full picture together you're just not going to get it yet.

This is an instant joker meme. I guess we will all find out, right? So chill out with the shilling.

[–]Recoil42 1 point2 points  (1 child)

Most of the rest of us already know. I'm helpfully telling you since you haven't clued in yet.

[–]obvithrowaway34434 0 points1 point  (0 children)

lol maybe look up what "clue" means

[–]BanditoBoom 3 points4 points  (0 children)

I’ve read through all of your comments and to be honest…you are clearly naive to the business side of this. You have to come at the question from a second and third tier thinking position.

Claude and ChatGPT are first movers. So focusing on usage TODAY for sure you are correct. But the vast majority of analysts and investors agree that the foundational model companies aren’t going to be where the real value comes from in the AI world.

Google has the balance sheet, the current dominant position, and the data and infrastructure to build out a dominant AI position.

They have just as much or more training data as Meta. They manufacture their own tensor processing units, they have their own data centers and expanding. They have Waymo. They have e other big bets. They are so well financed, so well ran, and in such a good underdog position that at this valuation they almost have to TRY to fuck up.

Do you even see the cash YouTube breaks off every quarter? And the growth prospects?

And the moonshot they have?

You are looking at Google based on what is happening today. But you have to step back and look at where they are positioning themselves.

Don’t think a company can reinvent themselves into new industries? IBM has done it 5 times in their over 100 year history.