Sundar misses the mark on these things. AI is a good example. Google invented the transformer architecture, but simply published it for its competitors to use. It took a code red in 2023 to finally push Google to develop products based on this.
Cloud. Years late to the game. All it would have taken is a letter similar to the famous Bezos memo to eventually get all of Google's world-class scaled infra pointing externally and generating revenue. Instead, Google Cloud started late, and couldn't reuse much of the internal infrastructure.
Stadia, another example. That architecture is probably the future. It's not clear how gamers in developing countries are going to afford thousands of dollars in hardware that sits idle 90% of the time.
That's how innovation works in this industry. If companies didn't allow researchers to publish their work it would set us back decades. Researchers building on each other's work is how this industry was built.
> It took a code red in 2023 to finally push Google to develop products based on this.
So Google executed. Ability to execute is one of the things that makes a good CEO. Other CEOs have additional qualities such as vision, and getting others to believe in the vision. But not every CEO needs to be a Steve Jobs!
Plenty of innovations are coming out of Google, just look at Nano Banana Pro for example.
Lmao I love this. "Hey, engineers. Make something like that but better here's money, but only a fraction of what I'll make off it!"
Yeah, being a CEO is reeeally hard. Even when they fail they still walk out with >10m.
- 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
And non-western and non-Mandarin language support (the only other competitors are Indian, Emirati, and Saudi sovereign models).
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.
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.
If this is your only criteria I think you have a misunderstanding of what proprietary data is and ways companies can mitigate the situation in the inference stage.
If that's going to decide who wins, Zuckerberg will be the winner. He's been hiring researchers for $100 Million a piece. We'll see soon.