Comment by lvl155
2 days ago
I don’t think LLM leader is going to come out of this AI race on top. OpenAI is like Yahoo! in my view. They were there in the beginning and led by default. Someone somewhere will be the Google of this era. It won’t be LLM but the next step. Leaps and bounds better than LLM. I also think we won’t use even 1/100th of the energy needs projected right now.
Google may very well be the Google of this era. They have demonstrated the ability to maintain parity on the engineering side, they have a long running advantage on OpEx with TPU, they have the most data, and the most trusted brand.
AI collapses the value of IP across the board, because AI trends towards being the only IP, which means that the marketplace will be defined by operational efficiency, ability to build and run systems at massive global scale, access to capital, and government connections, so Microsoft, Amazon, and Google probably stay on top.
They barely caught up after leaking talent for the past 4-5 years. I am not drinking the koolaid. A lot of talented people are going back home to China. I am 99% the next Google will come out of Asia.
Google will be the Google of this era. They just got a slow start but the flywheel they already have in place is now spinning in their advantage.
I agree. Or someone who combines a lot of tough to build tech right at the perfect time.