I wonder if this is going to end up like Waymo vs tesla. Remember when people were criticizing waymo for going too slowly (tesla expects to put level 9000 self driving in millions of cars by the end of <five years ago>!!)? But it turned out that doing it in a way that the market requires was slower than commentators expected, and waymo seems to still have a great shot at being the leader.

Or maybe it ends up like uber vs lyft. The cost of using LLMs is so high, maybe we see products with unsustainable economics in the quest for dominance, followed by something shittier.

Personally, I'm in the camp that google is in a great position specifically because of their TPUs. They already have the infra to do this at crazy scale including the hardware. I'm betting it's a marathon, not a sprint, before we see an economically sustainable LLM based interact-with-all-of-human-knowledge tool like we're expecting. ChatGPT has spoiled our expectations by being free.