OpenAI has no such legacy business to defend and so was free to take the risk.
The scale they have means that they could reduce that "advantage" in a matter of hours if they wanted to. 100m monthly active users vs Google 4.3b daily active users.
The compute they have can train more/better models than they can, and they have been working on this for longer than OpenAI has (see their keynote in 2017, Chatbot that got the guy fired because he thought it was sentient)
Microsoft helps here, but all of those things still exist. Bing is tiny compared to Google.
Microsoft will "win" the productivity tools (Teams, Office, etc.) for the same reason Google will win search.
Happy to be quoted on this in a year or so.
> Happy to be quoted on this in a year or so.
Look back at the last 5-10 years and you'll have you answer. They're too busy sabotaging their search engine, cramping ads in youtube and cancelling products. Too big to fail but not too big to stall
In fact, Microsoft has better track record in releasing and commercializing new tech. Google is good at half assing new tech and throw them in a pile of garbage later.
I’m not so sure they have the Datacenter capacity with GPU’s to make that happen overnight, even if they have the software. They have an advantage in the demand side of that equation, but the supply side (datacenters, capacity) is a real challenge not to be overlooked.
Not sure how 100k google employees will be able to match that degree of training data.
This thing is taking off like wildfire. Google has very good reason to be terrified. This kind of growth is quite likely indicative of a major disruption.
It's also difficult to integrate their ad business in chat model