I don't think Google is as Xerox- or IBM-ified yet though, they might still bounce back with AI products.
How important is a "lead" in this space?
I have been comparing ChatGPT and Bard a lot the last two days because this is all very fascinating, and from my datapoint-of-one perspective, it feels like ChatGPT is way, way ahead.
Then I start to wonder is this because ChatGPT captivated our attention so much the last few months that they've been able to inherently improve the product faster, and thus the flywheel starts spinning rapidly giving them even more of an advantage as more people use the service, giving it more to train off of?
I.e., does Bard (and any forthcoming competitors) fall way behind because they lost the slightest head start that then rapidly spirals into a competitive advantage?
I would worry more for Apple than for Google.
As an example [of the contrary], I noticed Swedish Klarna among the partners that OpenAI revealed when announcing their plug-in API today.
Additionally, the model doesn't learn from experience. If you use GPT-4 for 10 years, it will behave the same in the 10th year as the first. It's not getting better as you use it. OpenAI could improve their models based on the feedback they get but I believe they claim they aren't doing this, and I doubt they'd lie about that.
As an example, Google supposedly had better text-to-image models than DALL-E/Midjourney/etc, but didn't release them because they "reinforced harmful stereotypes".
It's also probably holding back on LLM because it doesn't want to harm its search cash cow, just like Kodak didn't want to hurt its film cash cow by developing digital cameras (which it invented).
Of course, now it is forced to productize LLMs (Kodak was actually the largest manufacturer of digital cameras (by unit number) when it went bankrupt, but that didn't help it).
Curious, as I've seen a few statements along the same lines, but nothing concrete yet. Very keen to know more.
If they managed this well, it'd could be much more long-lived than other corporations.
Google itself could loose steam but other companies, e.g. DeepMind, could fill in the void.
However, the founders seem not to care.