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0 pointsKellyCriterion17d ago0 comments

my bet is:

- Google will be #1 because of sher data amount

- Anthropic will be #2 because of the best product (whatever this may mean in the future)

- Microsoft will be #3, because of enough cash to follow

0 comments

lateforwork17d ago

What data does Google have that OpenAI can't get at?

bnchrch17d ago

1. Proprietary Data (Youtube, docs, gmail, cloud logs, waymo, website analytics, ads, search, the list is huge)

2. Commercial Datacenters (theyre ahead at least)

3. Chip production (Google is manufactoring proprietary chips)

4. Consumer OS (Chrome, Andriod)

5. Consumer Hardware (Pixel)

Basically google has access to data that OpenAI will never have access to, can lower costs below what OpenAI can, and is already a leader in all the places OpenAI will need massive capex to catch up.

est3117d ago

You can't train LLMs on proprietary data, at least not if you want to make that LLM as accessible as Gemini. Otherwise random people can ask it your home address.

So it matters less than one would think. Also, ChatGPT can do 'internet search' as a tool already, so it already has access to say Google maps POI database of SMBs.

And ChatGPT also gets a lot of proprietary data of its own as well. People use it as a Google replacement.

2 more replies

alephnerd17d ago

Enterprise Distribution thanks to GCP. Consumer distribution thanks to Android. SMB distribution thanks to GSuite.

And non-western and non-Mandarin language support (the only other competitors are Indian, Emirati, and Saudi sovereign models).

astrophage17d ago

the whole of youtube. (including the private stuff.) edit: +gmail/google docs/google drive

KellyCriterionOP17d ago

e.g. years of tracking: Movement data etc., as simple & first example

wil42117d ago

Android too.

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