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0 pointsbionhoward1y ago0 comments

Google is David and OpenAI is Goliath, excessively nerfing Google will put us all at the mercy of closed AI.

Gemini (the app, not the API or AI studio) is one of the few places where we can use frontier generative AI without a “customer noncompete” (you know, the one where they compete with us and then say we’re not allowed to compete back) … if you use Claude or OpenAI or Grok, you’re prohibited from training on your chat logs, or even using the thing to develop AI. Not so with Gemini app.

Too bad you have to lose your chat history just to deactivate model training (“Gemini apps activity” conflates opt-out of training with opt-out of storing chat history)

I don’t know much about the ads space but I just hope going after Google doesn’t create a vacuum that gets filled by an even worse monopoly (OpenAI)

0 pointsbionhoward1y ago0 comments

Google is David and OpenAI is Goliath, excessively nerfing Google will put us all at the mercy of closed AI.

Too bad you have to lose your chat history just to deactivate model training (“Gemini apps activity” conflates opt-out of training with opt-out of storing chat history)

I don’t know much about the ads space but I just hope going after Google doesn’t create a vacuum that gets filled by an even worse monopoly (OpenAI)

0 comments

4 comments · 2 top-level

jeremyjh1y ago· 1 in thread

OpenAI is hardly a Goliath. It has no real moat, and is trying to build a business around a feature. But other businesses already have platforms with billions of users to deploy those features to.

nicce1y ago

As others have pointed out, we should see the forest from the trees. Microsoft is a huge OpenAI redistributor, also Apple. Everyone knows ”ChatGPT”. While the company size might not be monopoly, based on a larger userbase, it is.

azemetre1y ago· 1 in thread

Really odd that the trillionaire dollar corporation that prints billions of dollars in pure profit every quarter due to monopolistic and anti-democratic policies is the David, the weak feeble underdog in this story, compared to OpenAI that is wildly unprofitable and has no real strategy outside of burning money.

There has been no time in human history where destroying monopolies were a bad thing.

bionhowardOP1y ago

Isn’t Microsoft also a trillion dollar corporation? If we add their 39% market share in foundation models (likely due to enterprise use of Azure OpenAI Service) to OpenAI’s 9% market share, the result is around 48% market share, compared to Google’s 15%, which is less than half of the MSFT/OAI pair…not to mention a cursory comparison of Gemini vs ChatGPT apps.

Just because OpenAI isn’t in “extraction mode” yet doesn’t mean it’s not a scary monopoly.

Source, figure 2 in: [1] https://iot-analytics.com/leading-generative-ai-companies/

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