On one corner: IBM Deep Blue winning vs Kasparov. A world class giant with huge research experience.
On the other corner, Google, a feisty newcomer, 2 years in their life, leveraging the tech to actually make something practical.
Is Google the new IBM?
On the other hand, I think IBM’s problem is its finance focus and longterm decay of technical talent. It is well known for maintaining products for decades, but when’s the last time IBM came out with something really innovative? It touted Watson, but that was always more of a gimmick than an actually viable product.
Google has the resources and technical talent to compete with OpenAI. In fact, a lot of GPT is based on Google’s research. I think the main things that have held Google back are questions about how to monetize effectively, but it has little choice but to move forward now that OpenAI has thrown down the gauntlet.
I understood this problem to be "how it manages its org chart and maps that onto the customer experience."
This behavior has been observed publicly in the Kubernetes space where Google has contributed substantially.
And a whole thread on HN about it:
I used to do all kinds of really cool routines and home control tasks with Google home, and it could hear and interpret my voice at a mumble. I used it as an alarm clock, to do list, calendar, grocery list, lighting control, give me weather updates, set times etc. It just worked.
Now I have to yell unnaturally loud for it to even wake, and even then the simplest commands have a 20% chance of throwing “Sorry I don’t understand” or playing random music. Despite having a device in every room it has lost the ability to detect proximity and will set timers or control devices across the house. I don’t trust it enough anymore for timers and alarms, since it will often confirm what I asked then simply… not do it.
Ask it to set a 10 minute timer.
It says ok setting a timer for 10 minutes.
3 mins later ask it how long is remaining on the timer. A couple years ago it would say “7 minutes”.
Now there’s a good chance it says I have no timers running.
It’s pathetic, and I would love any insight on the decay. (And yes they’re clean, the mics are as unobstructed as they were out of the box)
That starts with the demonstrations which show really promising technology, but what eventually ships doesn't live up to the hype (or often doesn't ship at all.)
It continues through to not managing the products well, such as when users have problems with them and not supporting ongoing development so they suffer decay.
It finishes with Google killing established products that aren't useful to the core mission/data collection purposes. For products which are money makers they take on a new type of financially-optimised decay as seen with Search and more recently with Chrome and YouTube.
I'm all for sunsetting redundant tech, but Google has a self-harm problem.
The cynic in me feels that part of Google's desire to over-promise is to take the excitement away from companies which ship* what they show. This seems to align with Pichai's commentary, it's about appearing the most eminent, but not necessarily supporting that view with shipping products.
* The Verge is already running an article about what was faked in the Gemini demo, and if history repeats itself this won't be the only thing they mispresented.
At the time, I believe IBM was still "we'll throw people and billable hours at a problem."
They had their lunch eaten because their competitors realized they could undercut IBM on price if they changed the equation to "throw compute at a problem."
In other words, sell prebuilt products instead of lead-ins to consulting. And harness advertising to offer free products to drive scale to generate profit. (e.g. Google/search)
The comparison is between a useful shipping product available to everyone for a full year vs a tech demo of an extremely limited release to privileged customers.
There are millions of people for whom OpenAI's products are broadly useful, and the specifics of where they fall short compared to Gemini are irrelevant here, because Google isn't offering anything comparable that can be tested.
Whereas for OpenAI there are no such constraints.
Did IBM have research with impressive web reverse indexing tech that they didn't want to push to market because it would hurt their other business lines? It's not impossible... It could be as innocuous as discouraging some research engineer from such a project to focus on something more in line.
This is why I believe businesses should be absolutely willing to disrupt themselves if they want to avoid going the way of Nokia. I believe Apple should make a standalone apple watch that cannibalizes their iPhone business instead of tying it to and trying to prop up their iPhone business (ofc shareholders won't like it). Whilst this looks good from Google - I think they are still sandbagging.. why can't I use Bard inside of their other products instead of the silly export thing.
apple is the new Nokia.
openai is the new google.
microsoft is the new apple.
Still.
It's difficult to compete with an excellent product if whether you have a blue bubble in iMessage is more important.
Services, and their sales team, are still Microsoft's strong point.
Apple seeing its services grow and is leaning in on it now.
The question is whether Apple eats services faster than Microsoft eats into hardware.
Microsoft is a decent physical product company... they've usually just missed on the strategic timing part.
Given dog eat dog of early Android manufacturers, most couldn't afford to recreate Google services.
Can we really talk about timing, when it's above all a problem of a product that didn't fit the market?
That said, it got great reviews and they threw $$ at devs to develop for it, just couldn't gain traction. IME it was timing more than anything and by the time it came to market felt more reactionary than truly innovative.
Microsoft is still the same old Microsoft
Highly doubt MS will ever be successful on mobile... their last OS was pretty great and they were willing to pay devs to develop, they just couldn't get it going. This is from someone who spent a ton of time developing on PocketPC and Windows Mobile back in the day.
Products are not the reason for their resurgence.
Apple makes a ton in services, but their R&D is heavily focused on product and platform synergy to that ecosystem extremely valuable.
I think the grind from Windows CE to Windows Phone is just a blip to them for now.
You obviously haven't dropped an iphone on to concrete. :)
My iPhone 4, on the other hand, shattered after one incident…
These are literally stainless steel.
The 15s with their titanium is a step back.
The 11 Pro with its older curved edges has been the most solidly built phone ever IMO.
I even dropped my iPhone 13 four floors (onto wood), and not a scratch :o
Proof OpenAI has this shady monopolistic stuff: https://archive.ph/vVdIC
“What You Cannot Do. You may not use our Services for any illegal, harmful, or abusive activity. For example, you may not: […] Use Output to develop models that compete with OpenAI.” (Hilarious how that reads btw)
Proof Microsoft has this shady monopolistic stuff: https://archive.ph/N5iVq
“AI Services. ”AI services” are services that are labeled or described by Microsoft as including, using, powered by, or being an Artificial Intelligence (“AI”) system. Limits on use of data from the AI Services. You may not use the AI services, or data from the AI services, to create, train, or improve (directly or indirectly) any other AI service.”
That 100% does include GitHub Copilot, by the way. I canceled my sub. After I emailed Satya, they told me to post my “feedback” in a forum for issues about Xbox and Word (what a joke). I emailed the FTC Antitrust team. I filed a formal complaint with the office of the attorney general of the state of Washington.
I am just one person. You should also raise a ruckus about this and contact the authorities, because it’s morally bankrupt and almost surely unlawful by virtue of extreme unfairness and unreasonableness, in addition to precedent.
AWS, Anthropic, and NVIDIA also all have similar Customer Noncompete Clauses.
I meekly suggest everyone immediately and completely boycott OpenAI, Microsoft, AWS, Anthropic, and NVIDIA, until they remove these customer noncompete clauses (which seem contrary to the Sherman Antitrust Act).
Just imagine a world where AI can freely learn from us, but we are forbidden to learn from AI. Sounds like a boring dystopia, and we ought to make sure to avoid it.
1. I wouldn't let someone copy my code written directly by me. Why should I let someone copy the code my machine wrote?
2. There are obvious technical worries about feedback loops.
Because that machine/openAI was built on literally scraping the internet (regardless of copyright or website's ToS) and ingesting printed books.
Businesses are not entitled to life or existence the way individuals are.
Also, what exactly is stopping someone from documenting the output from all possible prompts?
It's legal theater and can't be enforced.
We need to dispel with this idea that sociopaths in suits have earned or legitimate power.
Everything you are saying is only true for two guys in a garage. The folks with something to lose don't behave in this dreamworld fashion.
Enjoy being an uneducated ape :)
Produce results.
Market it.
They can’t enforce if it gets too big.
You cannot tell a customer that buying your product precludes them from building products like it. That violates principles of the free market, and it's unenforceable. This is just like non-competes in employment. They aren't constitutional.
So yes, they can enforce their terms for all practical purposes.
But no, they cannot levy fines or put you in jail.
Those are the consequences that matter. I don't care if Microsoft or Google decide they don't want to be friends with me. They'd stab me in the back to steal my personal data anyway.
And that's the whole point of violating terms by competing with them.
I'd start a business but the whole setup is a government scam. Business licenses are just subscriptions with extra steps.
Was it “machine learning”? If so, I don’t think that was actually the key insight for Google search… right? Did deep blue even machine learn?
Or was it something else?
Circa-Deep Blue, we were still at Quake levels of SIMD throughput.